Building a financial legacy is about more than managing assets — it’s about aligning your wealth with your family’s values and long-term goals. Achieving this requires thoughtful planning guided by a partner who can address the complexities of wealth preservation and growth while keeping your priorities at the forefront.
Oxford Financial Group, Ltd.™ offers family office services designed to help high-net-worth individuals and families confidently navigate the complexities of wealth management. Our approach emphasizes tailored strategies that aims to support your financial aspirations and protect your legacy across generations.
Call 800.722.2289 or submit a request for information to explore how we can assist with your family’s financial needs. A member of our team will contact you to provide personalized support.
Comprehensive Support and Actionable Guidance
At Oxford Financial Group, Ltd.™, we recognize that managing wealth requires solutions that account for the complexity of your financial situation. Our focus is on strategies that incorporate investment management, tax efficiency, charitable giving and estate planning. After a detailed evaluation of your financial objectives and challenges, we create actionable plans designed to meet your current goals while remaining flexible enough to account for future changes.
As an independent firm, we provide thoughtful guidance and actionable advice. We do not sell financial products or accept commissions, ensuring our recommendations are impartial and serve your family’s best interests. Our goal is to provide valuable, transparent advice that empowers you to make informed decisions on how your wealth is managed and your legacy is preserved.
We provide personalized service at every stage of our relationship, from initial discussions to strategy implementation and management. We tailor solutions that address your challenges, align with your values and help you achieve your financial aspirations.
We work to build lasting relationships with the families we serve. At Oxford, we aim to be your trusted advisor, adapting our services as your circumstances and goals evolve over time. We strive to support your family’s financial well-being across generations by fostering a collaborative partnership.
Tailored Solutions for Your Family’s Financial Well-being
TOFF.HD® is an offering exclusive to Oxford’s Family Office Services clients. It is a structured framework for managing wealth across multiple generations. Focusing on critical areas such as governance, asset access and future planning, we aim to help families protect their legacy and stay positioned for long-term success.
Swindon Transition Counsel® facilitates transitions in wealth management. Whether it’s planning the sale of a family business or transitioning ownership, our team offers the expertise and support we believe can assist with seamless transitions that honor your family’s values and align with your objectives.
Our fee structure allows us to provide your family with ongoing access to a team of experienced advisors who understand the complexities of your financial situation. Additionally, the fee is designed to create a long-term advisory relationship, so your family can receive comprehensive family office management services whenever needed.
Our Family Office Fellows are a team of specialized professionals who support our Managing Directors. They include attorneys, certified public accountants (CPAs) and Certified Financial Planner™ (CFP®) professionals, each bringing expertise in areas such as estate planning, tax optimization and wealth transfer.
M25 Counsel simplifies the complexities of managing diverse assets and advisors. M25 Counsel provides a unified view of your entire portfolio, ensuring that your financial strategy is cohesive, efficient and aligned with your overall wealth management goals.
Using tools like the Oxford Financial Statement and Estate Flow Chart, Oxford’s Bespoke Generational Solutions allows us to identify risks and opportunities for wealth transfer. These tools enable us to develop tailored strategies that aim to maintain financial security for your family, facilitating the smooth transition of assets across generations.
Leveraging a Holistic Approach to Wealth Management
Oxford Financial Group, Ltd.™ has $30 billion in assets under advisement (including assets under management)* and takes pride in serving over 700 significant families and discerning institutions.** Our scale allows us access to extensive resources and experienced professionals, enabling us to offer comprehensive services tailored to your family’s needs.
*As of 12.31.2022 **As of 01.01.2024
Our fee-only model helps ensure transparency. We do not sell products or enter into partnerships with third parties. You can trust our family office in Minneapolis to provide guidance in your best interests and make recommendations focused on achieving your financial aspirations.
Our team includes Certified Financial Planners (CFP®), Chartered Financial Analysts (CFA®), Certified Public Accountants (CPA) and other professionals with deep knowledge of financial planning and wealth management. Their diverse focus areas enable us to address various needs, from investment strategies and tax planning to estate management and philanthropic guidance.
Our services encompass all aspects of your wealth management, providing tools and services designed to preserve and grow assets across generations. Our holistic approach helps ensure that the strategies we recommend are cohesive and aligned with your long-term goals.
We offer a suite of services designed to address the complex needs of multigenerational wealth management. Our services are holistic in nature, addressing a variety of needs including investment management, estate planning and tax optimization all under one roof.
Our clients benefit from exclusive investment opportunities, including aspirational investment opportunities not typically accessible to the public. These carefully vetted investments are offered to qualified clients with consideration for risk tolerance and growth objectives, their potential to enhance portfolio performance, and their potential to expand opportunities for wealth generation.
Our services address various financial goals and aspirations for high-net-worth individuals and families. These include customized financial planning, investment management, estate planning, tax optimization and multigenerational wealth transfer strategies. We aim to provide holistic solutions tailored to each family’s unique circumstances and objectives.
Contact us to speak with a Partner of the firm to schedule an initial consultation to discuss your financial plan and objectives and how Oxford’s Family Office Services can support your goals.
We help families develop charitable giving strategies that reflect their values and financial priorities. Our team can utilize various philanthropic vehicles to help integrate charitable giving into your overall financial plan.
As a truly independent, fee-only advisory firm, Oxford Financial Group, Ltd.™ is committed to providing objective advice. We do not sell financial products or receive commissions from third parties, helping to ensure that our recommendations are focused on your best interests and tailored to your financial goals.
Our team is composed of highly qualified professionals, including Certified Financial Planners (CFP®), Chartered Financial Analysts (CFA®) and Certified Public Accountants (CPA). Many team members also hold advanced degrees such as J.D.s and MBAs. All team members have experience in their areas of expertise.
225 South Sixth Street, Suite 2600 Minneapolis, Minnesota 55402
Call us now at 612.379.4500 or toll-free at 800-722-289.
View Part 2 of Oxford’s current Form ADV.
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