Owners Working with Owners, Families and Discerning Institutions®

News & Insights

Domestic Asset Protection Trusts

A self-settled Domestic Asset Protection Trust (DAPT) can be a valuable premarital planning tool.

Oxford’s 2024 Annual Report

In our 2024 Annual Report, we highlight the core beliefs and aspirations that drive us and inspire us each and every day.

Continuation Vehicles Help Fill the Exit Gap

Limited Partners (LP) are always pleased to see rising net asset values, but ultimately investors care most about distributions.

The Oxford Difference​

One of the largest independent RIA firms in the country with  special expertise in Bespoke Generational Solutions®, Aspirational Solutions and Diversifier Strategies.

To be eligible for Financial Advisor’s RIA Survey & Ranking, firms must be an independent registered investment advisor and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms complete and submit a survey, and each is represented in the final survey ranking. The annual ranking is based on the previous year’s assets for discretionary and nondiscretionary assets reported on Form ADV. Oxford did not pay a fee for inclusion in the rankings but did purchase the rights to reprint and utilize the ranking and logo.