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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Julia Weaver is Director of Family Office Services and The Trust Company of Oxford for Oxford Financial Group, Ltd. She brings over two decades of experience working with clients and advisors to structure and protect comprehensive estate and business succession plans. Julia leads a team of subject matter experts including attorneys, CPA’s and CFP® professionals with diverse backgrounds in multi-generational wealth transfer planning, federal estate and income tax planning, charitable planning, business succession and comprehensive financial planning, all designed to provide our clients with peace of mind that their unique goals and objectives will be accomplished.
Prior to joining Oxford in 2015, Julia practiced law in the area of wealth transfer and business succession planning, and also served as the Senior Wealth Strategist at Regions Private Wealth Management for a seven state area where she oversaw strategic wealth transfer and charitable planning for families and exit planning for business owners.
A wealth transfer plan is the infrastructure that houses our client’s legacy. Like any structure, it is subject to the elements of time. Our family office and trust teams are the fortress around the plan, constantly working to assure its sustainability and relevance for generations to come.
Julia earned her Doctor of Jurisprudence from Indiana University’s Robert H. McKinney School of Law in 1994 and her Master of Laws in Taxation cum laude in 2017 from the University of Alabama. She has lectured extensively on estate planning and exit planning strategies to both professional and client audiences. She served as Chair of the Indianapolis Bar Association Estate Planning and Administration Section in 2015, and remains an active member of the Council, along with the Estate Planning Council of Indianapolis, Indiana State Bar Association and the Association for Corporate Growth.
Julia lives in Carmel, Indiana with her two children and is active in a number of organizations including United Way, Junior Achievement and the Leukemia and Lymphoma Society.