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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
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.
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.