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.
Year-end tax planning is a beneficial process for individuals, business owners and investors aiming to optimize their financial standing and minimize overall tax liabilities. As
For nearly a decade, the Qualified Opportunity Zone (QOZ) program lived under a statutory deadline. Enacted under the Tax Cuts and Jobs Act of 2017,
Navigating the sale of an operating company is a defining moment for founders and major shareholders. Years of operational focus finally culminate in a liquidity
Contributing privately held company interests to a Donor Advised Fund (DAF) before a liquidity event can be a powerful planning strategy available to founders and
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
