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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Although The Trust Company of Oxford is a separate legal entity, its subsidiary relationship with Oxford Financial Group enables us to align the services offered by the two organizations. Your Managing Director is complemented by the expertise of our Fiduciary Officers.
LISA A. WALKER, CRCP
Chief Operations and Risk Officer
CEO, The Trust Company of Oxford
317.805.5151
Read BiographyJULIA S. WEAVER, J.D., LL.M.
Director of Family Office Services and The Trust Company of Oxford
317.805.5153
Read BiographyEILEEN M. McCAULAY, J.D., CTFA
Senior Fiduciary Officer
The Trust Company of Oxford
317.805.5105
Read BiographyThe Trust Company of Oxford can serve as a critical partner to plan and execute the strategies you employ to protect and pass on the wealth you have worked so hard to amass.