Finding the right guidance can be daunting for families looking to safeguard their wealth. Navigating complex financial processes, protecting assets and planning for future generations requires a trusted partner with deep expertise.
Turn to Oxford Financial Group, Ltd.™. Our Family Office Services team provides families in Palm Beach and throughout the country strategic solutions to help safeguard and grow their families’ wealth, to help protect their financial legacy for generations to come.
For more than 43 years, Oxford Financial Group, Ltd. has provided independent wealth management and financial advisory services to individuals, families, business owners, foundations and endowments. Oxford is an independent, fee-only firm privately held by its partners. We take pride in the independence, objectivity and the thoughtful counsel we offer families that trust us with their net worth.
Contact us today to schedule a consultation and discover how our expertise can help you achieve your family’s financial aspirations. Please call 800.722.2289 or submit a request for information.
Helping You Grow Your Wealth and Protect Your Legacy
At Oxford Financial Group, Ltd., we understand that every family has unique financial aspirations and challenges. Our family office services are meticulously tailored to align with your specific goals. We work closely with you to develop a thorough strategy encompassing wealth preservation, growth and transfer, to help you secure your financial legacy. Our team’s expertise and personalized approach means you receive solutions aligned with your goals.
As an independent, fee-only firm, Oxford Financial Group, Ltd. does not sell products or receive any commissions, ensuring that our guidance is always in your best interest. This commitment to transparency and integrity is the cornerstone of our family office services. We work to give you peace of mind knowing that your financial well-being is our top priority.
Oxford Financial Group offers expert perspective concerning your financial life and goals, provided by experienced and highly educated professionals devoted to understanding your objectives. Our single-family office service approach helps you organize and deploy your family’s wealth in a way that best meets your objectives, so you can focus on enjoying your life.
Building and preserving wealth is a long-term endeavor, and Oxford Financial Group, Ltd. is committed to being your partner every step of the way. We value enduring client relationships built on trust and transparency. Our family office advisory services are designed to support you through life’s changes and opportunities. You can depend on our team for strategic counsel and expertise to help you navigate the complexities of wealth management, regardless of what the future brings.
Achieve Peace of Mind With Customized Wealth Management Solutions
A proprietary service of Oxford Financial Group, Ltd., TOFF.HD provides a structured framework for managing multigenerational wealth. It encompasses family governance, future planning and asset access. By leveraging TOFF.HD, you can effectively navigate the complexities of preserving and growing wealth, ensuring that your legacy aligns with your family’s values and aspirations.
Swindon Transition Counsel provides specialized guidance to business owners who are seeking to transition ownership, control and/or management of their business. Our team offers personalized strategies that help business owners who are seeking an orderly, financially sound and tax-efficient transition of their business. Swindon Transition Counsel helps you to understand your options and set your goals. We work with you to develop a life-after-business plan, to help you prepare for the next chapter of your life.
Our fee structure at Oxford Financial Group, Ltd. is designed to reflect the value of our advice while ensuring our transparency and dedication to your best interests. As an Oxford client, you have access to a team of professionals who understand the intricacies of your situation and offer personalized guidance. Our independence from external influences helps ensure you receive advice aligned with your financial goals, not those of a bank or other third party.
The Family Office Fellows are a team of specialists and professionals, including attorneys, certified public accountants (CPAs) and certified financial planners (CFP®), to support your financial goals. These experts focus on multigenerational wealth transfer, estate and tax planning and business succession. As a client, you gain access to their personalized insights, ensuring your financial objectives are met with precision and expertise.
For families with diverse assets working with multiple investment advisors, M25 Counsel offers a streamlined solution. Our family office services in Palm Beach oversees key portfolio areas including administrative, strategic and financial coordination, to provide a more comprehensive view of your wealth.
Bespoke Generational Solutions encompasses our tailored strategies for wealth transfer and management. We compile your financial data into an organized Oxford Financial Statement, creating a clear overview of your current wealth transfer plan. Our Estate Flow Chart helps identify potential risks, such as tax exposure and illiquidity, allowing us to develop strategies that enhance the success of your wealth transfer goals, thus helping you secure your family’s financial future.
Serving Affluent Families for Over 43 Years
Oxford Financial Group, Ltd. is one of the largest independent RIA firms in the country, overseeing more than $30 billion in assets under advisement* (which includes assets under management). We believe our size allows us to attract the best talent in the industry, maintain a deep pool of internal technical resources, and access Aspirational Investment Solutions on behalf of our clients.
*As of 12.31.2022
Oxford Financial Group, Ltd. offers objective advice as an independent, fee-only firm. We do not sell products or receive commissions. This means our recommendations are based solely on ensuring your needs are met and your financial goals are achieved. Our independence fosters trust and transparency in our client relationships.
With over four decades in business, Oxford Financial Group, Ltd. brings a wealth of knowledge and experience to every client we serve. Our team of highly credentialed professionals—including CFPs®, CFAs®, and CPAs—is dedicated to providing quality guidance and innovative solutions. Our expertise ensures you receive the highest level of service and support tailored to your unique circumstances
Our team of dedicated Family Office Services professionals, the Family Office Fellows, includes attorneys, certified public accountants (CPAs), and certified financial planners (CFP®s). This depth of experience, combined with access to sophisticated tools, allows us to anticipate challenges, seize opportunities, and provide strategic counsel that empowers your family to thrive.
We prioritize long-term relationships with our clients, treating each engagement as a unique partnership. You work directly with the Partners of Oxford Financial Group, Ltd., who take the time to understand your specific goals and concerns. We offer tailored advice and proactive solutions that align with your values while providing ongoing support and guidance throughout your financial journey.
At Oxford Financial Group, Ltd., we are committed to delivering results that align with your financial objectives. Our results-oriented approach combines strategic planning, expert insights, and personalized service to ensure your family’s wealth is managed effectively and efficiently.
Oxford Financial Group, Ltd. provides independent financial and wealth management advice in Palm Beach and across the country. We offer personalized financial planning, investment management, tax planning, estate planning, and more. Our goal is to deliver tailored solutions that align with your unique financial objectives.
During a consultation, you can expect a comprehensive review of your financial situation and a discussion of your goals. You will meet with a Partner of the firm at our Palm Beach office or a location of your choice. We will collaborate with you to develop a customized plan that addresses your specific needs. Our goal is to provide clear, actionable advice to help you achieve your financial aspirations.
Oxford Financial Group, Ltd. primarily serves high-net-worth individuals, families, foundations, and endowments. We offer wealth management, estate planning, and investment management solutions, tailoring our services to ensure a personalized approach to managing and growing wealth.
Oxford Financial Group, Ltd. takes the privacy and security of your financial information seriously. We implement advanced security measures, including encryption technologies and strict access controls, to safeguard your data. Our team adheres to rigorous confidentiality protocols and complies with all applicable regulations to ensure your financial information remains secure and private.
231 Royal Palm Way, Suite 301, Palm Beach, Florida 33480
Call us now at 561.834.4050 or toll-free at 800-722-289.
View Part 2 of Oxford’s current Form ADV.
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