The Trust Company of Oxford™

The 20th Anniversary of The Trust Company of Oxford

This year marks the 20th Anniversary of The Trust Company of Oxford (TCO), a subsidiary of Oxford Financial Group, Ltd. As we celebrate this milestone, we look forward to the future of TCO and reflect on its unique founding and history.

TCO was founded in 1997 during a period of dramatic consolidation in the banking and trust industry. At the time, many of our high net worth clients maintained relationships with the trust departments of local banks. The wave of consolidation, however, replaced local, personal trust administration with large, consolidated trust departments. As a result, clients accustomed to hands-on support were now directed to a trust administrator at a bank call center.

TCO represents an extension of our commitment to our family and multi-generational clients. By resisting the industry trend of depersonalizing trust administration, we have remained steadfast in our commitment to fully understanding our clients and family’s long-term goals and interests. We believe that our approach of integrating trust services ensures a well-coordinated wealth transfer plan.

TCO provides the professional expertise needed to protect your family. This expertise includes the ability to utilize trusts for highly impactful tax savings strategies as well as protection of assets and support of your family’s philanthropic passions. And, it is backed by highly seasoned trust professionals with extensive legal and investment expertise.

Another distinct advantage of working with TCO is our dedication to understanding our client’s family dynamics. Armed with this information, we address potential areas of conflict between heirs. Many such issues are avoidable through enhancements to the family’s estate plan and TCO provides families with this guidance. Additionally, TCO encourages the family patriarch and matriarch to prepare a personal family mission statement, which will be honored by our trust team for generations to come.

We believe our clients’ value having this single integrated resource that addresses their comprehensive wealth management needs. Providing trust services through TCO reflects our long history of helping clients achieve their family’s unique goals and objectives—that’s the Oxford difference.

Frederik Meijer Gardens | Grand Rapids, MI