S. Bowden "Bo" Wilkins, CHFC®, CAP®, CLU®

Managing Director

S. Bowden “Bo” Wilkins, CHFC®, CAP®, CLU®
“I am inspired by the notion that wealth means more than its day‐to‐day utility. I am passionate about helping clients recognize the greater impact their wealth can have on their family and community for generations to come. The client realizing and living their legacy is my ultimate goal.”

About S. Bowden “Bo” Wilkins, CHFC®, CAP®, CLU®

Bo Wilkins is a Managing Director within Oxford’s Family Office Services practice. Bo works with business owners and family offices to protect clients’ estate and legacy. He collaborates with his Oxford colleagues and the clients’ team of advisors on the design and implementation of wealth transfer strategies. His leadership, expertise and creative approach make him a sought‐after industry professional.

Prior to his transition to Oxford, Bo was a founding member and partner of High Ground Company, a boutique insurance advisory firm serving ultra‐affluent families. He has over three decades of experience providing white glove service in the areas of multigenerational estate, legacy and business succession planning.

Bo graduated from Hampden Sydney College and serves as a member of their alumni board. He sits on the board of the Atlanta Estate Planning Council and is a long‐standing member of FINSECA, an organization made up of the top financial security professionals. He is also a two‐time president of the Society of Financial Service Professionals.

Bo holds professional designations as a Chartered Financial Consultant (CHFC®), Chartered Advisor in Philanthropy (CAP®) and Chartered Life Underwriter (CLU®).

Bo is a sought‐after speaker and has written numerous articles that have been published in the NAEPC Journal of Estate & Tax Planning, Financial Advisor Magazine, Atlanta Business Chronicle, Atlanta Journal‐Constitution, National Underwriter, Private Wealth Magazine and Business to Business Magazine.

Bo is actively involved with Covenant House Georgia and Trinity House. He previously served on the board and leadership council for a number of organizations including Songs For Kids Foundation, Camp Sunshine, Curing Kids Cancer and the U.S. Soccer Foundation’s Atlanta Chapter.

In his spare time, Bo enjoys spending time with his wife, children and grandson. He enjoys live music, the symphony, playing guitar, long distance running, skiing and is an avid traveler.