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.
Family Office Services
Chief Wealth Planning Officer & Family Office Fellow
Wealth Strategist & FOS Technical Supervisor
Senior Wealth Strategist & Family Office Fellow