Owners working with owners, families and discerning institutions® for more than 45 years.
At Oxford, we believe our independence and private ownership enhance our ability to provide you with unbiased and objective advice—putting you, our clients, at the heart of our business.
For over 45 years, Oxford has provided independent financial and wealth management advice through personalized service and expert financial counseling to high-net-worth families and select institutions.
Oxford is committed to respecting the individual privacy of our clients.
Oxford attracts talented and experienced professionals who are dedicated to providing excellent client service.
Oxford’s 2025 Annual Report highlights our core values: our commitment to clients, our dedication to independence and our focus on innovation.
Conventional estate planning has operated on a foundational premise that wealth should flow downward. High-net-worth individuals routinely deploy multi-generational trusts, annual exclusion gifts and family limited
A traditional trust is generally created for the benefit of one or more human beneficiaries. A purpose trust, by contrast, is established to achieve a
For ultra-high-net-worth (UHNW) families, success across financial resources, business ownership and multi-generational legacy often introduces a level of complexity that can be difficult to manage
In Part 1 of this series, we examined the legal frameworks and jurisdictional considerations that make Silent Trusts possible. In Part 2 of this series, the focus shifts from legal structure, jurisdiction and technical estate planning to intended outcomes, strategic decision points and multi-generational impact.
Beyond the transfer of wealth, estate planning increasingly extends to considerations of structures, timing, family dynamics, impact and legacy. Silent trusts have emerged as a sophisticated tool for families seeking to balance privacy, control and beneficiary development.
For many business owners considering a sale of their business, maximizing enterprise value becomes a singular focus and the proverbial finish line. Beyond the finish line, however, is the looming reality of the tax haircut this enhanced wealth may face when it passes to heirs.
