Affluent families face unique and complex challenges when managing their wealth, from coordinating diverse investments and navigating tax laws to estate planning and preserving wealth for future generations. At Oxford Financial Group, Ltd.™ we understand the unique needs of high-net-worth individuals and their families. We are an independent wealth management firm and financial advisor serving significant families and institutions for over 43 years.
Our family office services in Atlanta encompass investment management, strategic planning, estate preservation and other solutions to help you meet your short and long-term financial objectives. We take a personalized approach that aligns with your family’s goals, offering objective guidance to help you achieve your aspirations.
Schedule a consultation today to discover how we can help you manage and preserve your legacy for future generations.
Your Trusted Partner for Managing Wealth and Growing Your Legacy
Every family has unique financial aspirations and challenges. Oxford Financial Group, Ltd’s professionals tailor a financial strategy prioritizing wealth preservation, growth, and transfer. We offer objective, thoughtful guidance that aligns with your goals, so you can confidently navigate financial complexities and build a foundation for lasting financial security.
Our team of experienced professionals is dedicated to providing personalized, objective guidance. Since our firm’s founding in 1981, we’ve assisted hundreds of significant families and individuals with their wealth management needs. We remain steadfastly committed to helping our clients effectively manage their financial interests, with their unique goals in mind.
As a client of our family office in Atlanta, you benefit from dedicated attention and support from a Private Family Services team member. They collaborate with your Managing Director and Client Service team to provide customized wealth management services and legacy planning solutions focused on your family’s unique needs and goals.
Oxford consistently aims to surpass the expectations of its clients. We aim to develop strong relationships with our clients based on trust, always prioritizing their best interests by providing objective guidance and reliable support as they navigate the challenges of wealth management and legacy-building.
Oxford’s Professional and Confidential Team To Manage Your Affairs
Our proprietary TOFF.HD framework offers a structured approach to managing multigenerational wealth. It integrates governance, planning and asset management with the goal of creating a sustainable financial legacy that lasts beyond your children and grandchildren.
Swindon Transition Counsel is designed to assist business owners in orchestrating an orderly, financially sound and tax-efficient transfer of ownership, control or management. We work closely with you to facilitate a seamless transition that aims to preservesthe legacy you’ve built while positioning the business for continued success under new leadership.
Oxford provides clear pricing for our wealth management solutions. Our fees are structured to ensure you have comprehensive access to our team of professionals, who are dedicated to understanding the intricacies of your situation and delivering advice that serves your best interests.
Your Managing Director is supported by the Family Office Fellows, subject matter experts in relevant fields, such as multigenerational wealth transfer planning, federal estate and income tax planning, charitable planning and business succession. As an Oxford client, you gain access to their insights and recommendations, empowering you to make informed decisions that align with your family’s financial aspirations and legacy goals.
M25 Counsel oversees three key areas: administrative accountability, strategic asset allocation and financial coordination. It creates a unified, comprehensive view of your entire portfolio, including assets not under our advisement. This service provides consolidated performance reporting, clarifies advisor mandates and ensures your investment strategy aligns with your multigenerational estate plan.
Our advisors provide tailored strategies for multigenerational wealth transfer and management through Bespoke Generational Solutions. We compile your financial data into an Oxford Financial Statement to organize and clarify your wealth structure. Using an Estate Flow Chart, we assess your current transfer plan, identify risks such as tax exposure and illiquidity and recommend strategies to address these challenges.
Transforming Financial Visions Into Tangible Outcomes
Oxford Financial Group, Ltd.™ has been recognized as a leading Registered Investment Advisor (RIA) nationwide, with $30 billion in assets under advisement (which includes assets under management)*. We take pride in guiding over 700 significant families and discerning institutions** through our family office services and other wealth management solutions.
*As of 12.31.2022 **As of 01.01.2024
We understand the importance of your privacy and security. That is why we have put data protection measures, including advanced encryption technologies and strict access controls, in place. Our clients can trust us to uphold the most stringent privacy standards, so that your sensitive data and assets are kept safe and confidential.
Oxford is a fee-only wealth management firm that does not accept commissions or sell products. Because we are compensated solely by our clients for our family office services in Atlanta and nationwide, we can be depended on to provide advice that prioritizes their best interests, and not those of a third party.
With over 40 years of experience, Oxford has built a legacy of trust, delivering consistent results for institutions nationwide. Our clients rely on our deep expertise and proactive strategies to address their most pressing financial needs. Whether managing growth opportunities or navigating risks, we provide the insight and support necessary to achieve long-term success.
Our team includes attorneys, certified public accountants (CPAs), CFP® professionals and other specialists who provide comprehensive financial counseling. As an Oxford client, you benefit from their collective knowledge and experience as they help you address complex financial challenges and develop strategies aligned with your family’s goals.
We are dedicated to meeting each client’s needs by offering family office advisory services that meet their specific needs. We aim to build enduring relationships founded on trust, reliability and a clear understanding of what matters most to your family.
Family office services are a range of administrative solutions designed to support affluent families in their financial goals. These address needs such as tax planning, estate planning, investment oversight and coordination of charitable endeavors. By working with a family office, Atlanta families can access knowledgeable professionals who provide support with and simplify complex financial responsibilities.
High-net-worth individuals and families with complex financial needs benefit most from family office advisory services. These solutions are particularly valuable for managing diverse investments, coordinating multigenerational wealth transfers and overseeing philanthropic initiatives.
At Oxford Financial Group, Ltd.™, we employ robust data protection measures and adhere to stringent privacy protocols. Our many safeguards help ensure that personal and financial details remain secure, private and protected.
Oxford helps clients preserve wealth across generations, minimize tax burdens through strategic planning and provide strategies tailored to align with their long-term goals and values.
One Buckhead Plaza, 3060 Peachtree Road NW, Suite 470, Atlanta, Georgia 30305
Call us now at 470.994.1250 or toll-free at 800-722-289.
View Part 2 of Oxford’s current Form ADV.
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