Today’s financial landscape is far more complicated and volatile than it was just ten years ago. In this environment, a multidisciplinary team approach is absolutely essential. Your Oxford Managing Director orchestrates the work of Family Office specialists in diverse areas such as taxation and insurance, estate planning, philanthropy and asset protection.
JULIA S. WEAVER, J.D., LL.M.
Chief Wealth Planning Officer & Family Office Fellow
vCard
Biography
KEENAN PIERCE CALL, J.D.
Wealth Strategist & Practice Supervisor
SCOTT M. SIMMONS, J.D., LL.M.
Senior Wealth Strategist & Family Office Fellow
KARA J. TALBOTT, CPA/PFS, CFP®
Senior Wealth Strategist & Family Office Fellow
