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Creating sophisticated, long-term financial solutions that are highly tailored to your individual needs.
We believe that you expect comprehensive unbiased advice concerning your financial life and goals, provided by experienced and highly educated professionals devoted to understanding your objectives. 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. The Family Office Service commitment is to enhance our client’s financial lives and enrich their legacies.
How We Work With You:
Oxford understands that your family is unique. Lots of thoughtful questions and active listening are key components to what you will experience with Oxford.
Oxford has built a team of experts to work with families in every area of their financial lives. This team includes the Oxford Investment Fellows and the Family Office Services Technical Team.
The best laid financial plans go to waste if not executed appropriately. That is why flawless execution is the linchpin of everything we do.
For individuals with diverse holdings and multiple investment advisor relationships, Oxford’s M25 Counsel looks beyond any assets which Oxford Financial Group, Ltd. directly supervises and creates a unified view of your entire, multi-generational portfolio.
Transitioning your business can be complex, time consuming and full of risk. The Swindon Transition Counsel is a service that helps business owners who are seeking an orderly, financially sound and tax-efficient transition of ownership, control and/or management of their business.
We offer TOFF.HD as a service to help families create a financial legacy that will live beyond their children and grandchildren. Our team of experts works with you to understand your goals and objectives.
We believe that you value independent, unbiased product-neutral advice and that is what Oxford provides. We listen to your family’s situation and concerns, consider what value we can bring to the relationship and quote a fee based on the value of our advice to the family.
In today’s complicated and sometime volatile financial 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.