Managing substantial wealth comes with various challenges. Oxford Financial Group, Ltd.™, an independent wealth management and financial advisory firm, is committed to simplifying this process for our clients through our family office services. These include investment management, estate planning, tax services and philanthropic guidance.
Through our family office in Chicago, we customize strategies that meet the financial and administrative needs of high-net-worth individuals and families. We tailor our approach to help protect what you’ve built and grow your family’s legacy. Beyond managing wealth, we are committed to helping your family achieve its vision for the future by providing independent advice and thoughtful guidance.
If you would like to learn more, please call 800.722.2289 or submit a request for information.
Comprehensive Solutions for Multigenerational Wealth and Legacy Planning
Every family has a unique story; our approach begins with understanding yours. We listen to your family’s history, values and aspirations to design financial strategies that reflect what matters most to you. Our goal is to help your wealth not only grow but also to support the priorities and legacy you envision for future generations.
As an independent firm providing family office services in Chicago, our recommendations are solely based on your best interests. Our fee-only structure means third parties do not influence us or our advice. You can trust that our guidance aligns with your needs and goals, thus giving you the confidence to make informed decisions.
Our team of highly trained and educated professionals draws on extensive experience to anticipate market shifts and economic changes. By staying ahead of trends and using data-driven insights, we aim to protectand grow your wealth while focusing on long-term objectives.
Our scale allows us to offer qualified families innovative and exclusive private market investments. These opportunities, combined with our specialized Diversifier Strategies, are designed to deliver diversification benefits while enhancing the performance of our clients’ portfolios.
Thoughtful Guidance for Managing and Preserving Wealth
TOFF.HD® is a proprietary service we offer. Its proven framework provides a structured approach to managing multigenerational wealth, addressing key areas such as family governance, asset access and future planning. TOFF.HD® modernizes trusts to create order and structure, ensuring alignment with the family’s philosophy and enhancing flexibility to adapt to changes in tax law, trust law
Transitioning business ownership, control or management is a multifaceted process that requires careful planning and execution. At Oxford Financial Group, Ltd.™, we offer Swindon Transition Counsel® — a systematic approach designed to facilitate orderly, financially sound and tax-efficient transitions. Additionally, we work with you to develop a life-after-business plan, preparing
We provide independent advice tailored to your family’s needs. We listen to your concerns, assess the value we can bring and quote a fee based on the value of our advice. Our fee structure ensures access to professionals who understand the intricacies of your situation and deliver a comprehensive advisory experience for your family.
The Family Office Fellows include attorneys, CPAs and CFP® professionals specializing in multigenerational wealth transfer, estate and income tax planning, charitable planning, business succession and financial planning. As our client, you benefit from their personalized insights and recommendations.
Wealth management and financial planning become more complex when multiple investment advisors, diverse assets and several generations are involved. We simplify matters through M25 Counsel, which oversees three critical portfolio areas: administrative, strategy and financial coordination.
These are our custom strategies to manage and transfer wealth across generations. We analyze and stress-test your current wealth transfer plan utilizing advanced tools, which help us identify potential risks. Then, we develop tailored strategies to support your wealth transfer goals.
Unbiased Advice From an Independent, Award-Winning Firm
We take pride in being recognized as one of the nation’s largest Registered Investment Advisors (RIAs) in the country. Oxford has $30 billion in assets under advisement (including assets under management)* and serves over 700 significant families and discerning institutions.
***As of 12.31.2022 **As of 01.01.2024
Oxford provides dedicated, personalized support tailored to your family’s needs. You work with two Managing Directors who are Partners of the firm to oversee every aspect of your financial strategy.
At Oxford, you work with a team of attorneys, certified public accountants (CPAs), certified financial planners (CFP®) and other highly experienced professionals in diverse fields. Each member brings specialized knowledge to address the complex challenges of managing significant wealth.
Securing your legacy for future generations is a top priority at Oxford. We aim to provide an outcome-focused experience that balances wealth allocation and risk management.
At Oxford, we are committed to acting in your best interests. Our approach prioritizes transparency and integrity so you can be confident in placing your trust in us and our financial advisory services.
Through timely and regular communication, dedicated support and personalized guidance, Oxford aims to develop solutions that support your family’s continued financial success and legacy for future generations.
Oxford’s Family Office Services are designed to meet the unique needs of high-net-worth families and individuals. They integrate wealth management services including estate planning, tax advisory, risk management and philanthropic coordination. Because each family’s aspirations and requirements are different, Oxford’s Family Office Services are tailored to help our clients’ meet their unique needs.
Family Office Services provide a structured and professional approach to managing significant wealth. It emphasizes long-term financial stability and seamless generational wealth transfer. These services are essential for those who require a strategic plan that aligns with their family’s values and goals, as they help ensure that all significant financial decisions support broader family objectives.
Oxford Financial Group, Ltd.™ is committed to independence and a client-centered,outcomes-focused approach. Oxford is purely fee-only. This ensures that our priority is the best interest of our client. We currently serve over 700** significant families and institutions and have under our advisement over $30 billion in assets*. We believe our exceptional service and commitmentto results have been instrumental in building client trust and solidifying Oxford’s reputation in Chicago and beyond.
*As of 12.31.2022 **As of 01.01.2024
Yes, estate management is a core component of Oxford’s Family Office Services. We assist with all aspects of estate planning, including drafting wills, managing trusts and planning for estate taxes. These solutions can be tailored to facilitate an efficient transfer of wealth to subsequent generations and fulfill our clients’ philanthropic intentions, depending on their goals.
We do not sell products, receive commissions or have revenue-sharing arrangements with third parties. Instead, our clients exclusively compensate us.
Our independence from banks, investment managers and other financial third parties means that our advice is focused on what is best for our clients. Our team is dedicated to maintaining the highest standards of integrity and professionalism in all our advisory services.
980 North Michigan Avenue, Suite 1500, Chicago, Illinois 60611-4521
Call us now at 312.846.6000 or toll-free at 800-722-289.
View Part 2 of Oxford’s current Form ADV.
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