Perspectives on Family Office Services from the Family Office Fellows and other Oxford thought leaders.
by Keenan P. Call, JD, CPWA®, ABFP®, Director, Family Office Services Traditional finance assumes people make rational decisions. However, real-world financial decisions are often influenced
Once again, the Corporate Transparency Act (CTA) enforcement has changed. They previously announced a filing deadline of March 21, 2025 for most companies, while also
by Chris McGraw, JD, LL.M., Senior Wealth Strategist IntroductionAn old wealth management saying, “it is not what you earn, it is what you keep,” often
The nationwide injunction of the Corporate Transparency Act (CTA) was lifted by the U.S. District Court in Smith v. U.S. Department of the Treasury. This
View Part 2 of Oxford’s current Form ADV.
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