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.
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.
When families experience significant financial success, whether from the sale of a business or years of disciplined investing, they often begin considering how to best manage that wealth for both the current and future generations.
Grantor trusts are a powerful estate planning tool often used in strategies that have evolved over time. Originally, rules governing trust income taxation allowed grantors
Comprehensive estate planning helps ensure that a family’s financial security remains intact following the loss of a loved one. A structured estate plan aims to
A Trump Account is a new, child‑focused IRA category created by the One Big Beautiful Bill Act to promote long‑term savings for minors. Key features include a one‑time, $1,000 federal pilot seed for qualifying newborns; a limited, low‑cost investment menu; and distinct contribution categories with different tax and reporting consequences.
