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Oxford Financial Group, LTD

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Oxford Financial Group, LTD

800-722-2289

Expert Teams

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

Family Office Services

Today’s financial landscape is far more complicated and volatile than it was just ten years ago. In this environment, a multidisciplinary team approach is absolutely essential. 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.