The Oxford Difference

One of the largest independent RIA firms in the country with oversight of approximately $31.53 billion in assets under advisement (which includes assets under management)*, Oxford has 20 Managing Directors who serve over 700 significant families and prodigious institutional clients in 35 states.** Oxford is an independent, fee-only firm that is privately held by its partners, with special expertise in Bespoke Generational Solutions, Aspirational Solutions and Diversifier Strategies. Oxford has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 42 years.

Death and (Estate) Taxes – Advance ILIT Planning for Life’s “Certainties”

Death and Taxes…as vexing to confront as they are certain to occur. In this area, we should heed the advice of Winston Churchill, who suggested that we “let our advance worrying become advance thinking and planning.”

Oxford to Open Offices in Atlanta,
Georgia and Palm Beach, Florida

Two new offices are scheduled to open in late 2022/early 2023; one in Atlanta, Georgia’s Buckhead district and one in Palm Beach, Florida.

Oxford’s 2023 Annual Report

The 2023 Annual Report highlights one of Oxford’s core beliefs: that true success can only be achieved when we constantly strive to be better.

View Part 2 of Oxford’s current Form ADV. View Oxford’s Form CRS.

Read the disclaimers

*As of 12.31.2021
**As of 3.15.2022


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