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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Lora White provides management and oversight to The Trust Company of Oxford as a Fiduciary Officer. Lora has been an Oxford Financial Group, Ltd., employee in various roles for over 25 years, enabling her to truly understand how each team is important to provide excellent client service and help clients achieve their goals.
Prior to her current role, Lora was a technical advisor for Oxford’s Family Office Services. In this capacity, she acted as a liaison to her clients to ensure the seamless coordination of Oxford’s many unique services. Lora also created client deliverables as a client service specialist and as part of our quarterly investment monitoring report team. Prior to that she served as an executive assistant to the CEO, helping clients achieve their dreams.
Excellent client service on all levels has been the most important Oxford differentiator. At The Trust Company of Oxford, we focus on asset protection and growth to help achieve our clients’ goals.
Lora’s role is to draw upon her deep knowledge of Oxford’s trust clients to help them achieve their financial goals within the framework of their trust document. She achieves this by working closely with the Oxford Managing Directors, along with outside attorneys and accountants.
Lora completed her formal education at Rochester High School in Rochester, Indiana. She recently completed the Cannon Financial Institute Trust School I program. Lora is an active member in her local church.