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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
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.
Director of Family Office Services and The Trust Company of Oxford
317.805.5153
SCOTT M. SIMMONS, J.D., LL.M.
Senior Wealth Strategist
317.805.5046
KARA J. TALBOTT, CPA/PFS, CFP®
Senior Wealth Strategist
317.805.5047
Our single family office service approach helps you organize and deploy your families’ wealth in a way that best meets your objectives, so you can focus on enjoying your life.
