The Adaptable Spousal Lifetime Access Trust
“All failure is failure to adapt, all success is successful adaptation.” – Max McKeown, Adaptability: The Art of Winning in an Age of Uncertainty. This
Perspectives on Family Office Services from the Family Office Fellows and other Oxford thought leaders.
“All failure is failure to adapt, all success is successful adaptation.” – Max McKeown, Adaptability: The Art of Winning in an Age of Uncertainty. This
“Good fortune is what happens when opportunity meets with planning.” – Thomas Edison Congratulations…To the well-guided, well-informed and well-planned families who have utilized their full lifetime
Your SLAT is not a ‘Fund and Done.’ Read on to learn the many ways you can transact business with your new family trust1. Several
By: Susan Hagley, MSTSenior Wealth Strategist There are many charitable giving vehicles available to help you carry out your philanthropic goals. In our previous e.Insight,
View Part 2 of Oxford’s current Form ADV.
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