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As an Oxford client, you work with a Managing Director in our firm who is totally committed to your success.
Our Client Relationship Managers are a group of highly capable professionals who serve as liaisons between you, your Oxford Managing Director, Oxford Investment Fellows, advisors and support staff. Our Client Relationship Managers are truly devoted to making your life easier.
Your Oxford Managing Director orchestrates the work of Family Office specialists in diverse areas such as taxation and insurance, estate planning, philanthropy and asset protection.
Your Managing Director is complemented by the expertise of our Fiduciary Officers.
Oxford employs research developed by a dedicated team of investment professionals to ensure a consistent philosophy, access to unique opportunities and a personalized experience for you.
Our highly qualified management team allows us to professionally manage the business while our Managing Directors focus on providing excellence in client service.
Oxford is an independent, fee-only firm providing families generational estate planning advice and institutions forward-thinking investment strategies for over 35 years. We believe our independence and private ownership enhance our ability to provide you with unbiased and objective advice—putting you, our clients, at the heart of our business.