The Oxford Difference
One of the largest independent RIA firms in the country with oversight of approximately $31.53 billion in assets under advisement (which includes assets under management)*, Oxford has 20 Managing Directors who serve over 700 significant families and prodigious institutional clients in 35 states.** Oxford is an independent, fee-only firm that is privately held by its partners, with special expertise in Bespoke Generational Solutions, Aspirational Solutions and Diversifier Strategies. Oxford has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 42 years.
Death and (Estate) Taxes – Advance ILIT Planning for Life’s “Certainties”
Oxford to Open Offices in Atlanta, Georgia and Palm Beach, Florida
Oxford’s 2023 Annual Report