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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
JULIA S. WEAVER, J.D., LL.M.
Director of Family Office Services and The Trust Company of Oxford
EILEEN M. McCAULAY, J.D., CTFA
The Trust Company of Oxford
The 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.