Creating sophisticated, long-term financial solutions that are highly tailored to your individual needs.
Employing research developed by a dedicated team of investment professionals ensures a consistent philosophy, access to unique opportunities and a personalized experience.
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.
Oxford’s Private Family Services provides clients a professional, confidential financial and administrative support system that serves much like a home family office.
The Trust Company of Oxford can serve as a critical partner to plan and execute the strategies you employ to protect and pass on the wealth you have worked so hard to amass.
Our institutional clients include foundations, endowments and retirement plans. Our advice is customized for you based on your individual circumstances. Employing research by a dedicated team of investment professionals ensures a consistent philosophy, access to unique opportunities and a personalized experience.
View Part 2 of Oxford’s current Form ADV.
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