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.
A trust is more than a legal or financial instrument; it is a lasting commitment to safeguarding a family’s wealth, values and aspirations for current and future generations. Trusts serve as vehicles to transfer not only financial assets but also a shared sense of purpose and identity.
Tax year 2025 is marked with major tax law changes resulting from the passage of the One Big Beautiful Bill Act (OBBBA) and extension of
by: Chris McGraw, JD, LL.M. Introduction Often, closely held businesses are the cornerstone of wealth creation for ultra-high-net-worth families. Yet for owners, the business is
by: Chris McGraw, JD, LL.M., Senior Wealth Strategist Introduction Grantor Retained Annuity Trusts (GRATs) are widely used in estate planning to transfer wealth to beneficiaries
ARTICLE HIGHLIGHTS The One, Big Beautiful Bill Act, signed into law on July 4, 2025, marks a significant shift in the U.S. tax landscape by
by Keenan P. Call, JD, CPWA®, ABFP®, Director, Family Office Services Estate planning, when approached thoughtfully, is about much more than transferring assets—it’s about preparing
