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Expert Perspective

News, research and market insights from our team of experts.

e.Insight

Current Issue | November 16, 2017

Organizing (and Enhancing) Your Financial Closet

By: Julia Weaver, J.D., Director, Family Office Services and The Trust Company of Oxford


In this issue of e.Insight, we address two considerations to kick off your 2017 planning. With the new-year's deluge of advertisements for various tips and paraphernalia to "get organized", we turn your attention to organizing your financial closet.

In her article, Ten Resolutions to Bullet-Proof Your Wealth Transfer Plan, Kathy L. Kuehl, J.D., Managing Director with Oxford Financial Group, Ltd., discusses ten resolutions for maintaining good financial health. If peace of mind and family harmony are part of your 2017 resolutions, this article is a must read. Kathy discusses practical panning tips that will assist in your asset protection goals and will assure that your wealth transfers according to your unique desires and objectives. A well monitored and maintained estate plan is the most effective way to eliminate family discord and conflict and assure that your plan stays relevant in any tax environment.

In our article, Planning with Aspirational Assets - Guarding the Alpha, we discuss issues relevant to asset allocations for 2017 and the possibility of enhancing your portfolio with this class of investments. Bryan Dunnivant, CFA, MBA, Managing Director and Investment Fellow with Oxford Financial Group, Ltd. offers context around the goals, risks and expectations for aspirational investing, while our Family Office team discusses strategies for how to minimize the tax dilution of this wealth upon transfer to your heirs (with a mindful eye on the effect of potential tax reform). Collaboration between your investment managers and wealth planning team can yield impactful results to maximize your family's wealth transfers.

From starting the New Year with peace of mind around your core financial planning to exploring wealth enhancement opportunities and strategies, our Oxford team of advisors stand ready with an interest in knowing the issues important to you and the expertise to craft inspired solutions.

We wish you a very Happy New Year!