Oxford’s Bespoke Generational Solutions is the culmination of over three decades of experience working with hundreds of significant families and estate planning and family office professionals.
Robust Consultation
The process begins with a robust consultation that uncovers the heart of your goals and objectives. This consultative process helps to quantify and prioritize your family’s goals for the protection and creation of wealth for generations to come.
In-Depth Analysis
We first endeavor to compile your family’s entire financial situation into the Oxford Financial Statement. The Oxford Financial Statement creates order and organization for all wealth structures and is the foundation for all further diagnostic tools.
Estate Flow Chart
As fierce advocates for your family, we then embark on an analysis of your current wealth transfer plan with the highest attention to detail utilizing our highly-sophisticated Estate Flow Chart that identifies the detailed disposition of your wealth at each generational family line.
The analysis also recognizes that a wealth transfer plan cannot be successful without identifying and quantifying elements of risk. We stress test your plan through targeted modeling that assesses whether your goals and objectives may be impeded by risks such as avoidable tax exposures, illiquidity for estate taxes or a lack of proper asset protection. Through this panoramic lens, we then create strategies to enhance the success of your family’s wealth transfer goals.
Oxford’s Bespoke Generational Solutions is the culmination of over three decades of experience working with hundreds of significant families and estate planning and family office professionals.
Your Managing Directors are supported by a team of highly-credentialed Family Office Fellows who are dedicated full time to family office services.
Oxford’s M25 Counsel oversees three key areas of your portfolio: administrative, strategy and financial coordination.
The Swindon Transition Counsel is a service that helps business owners who are seeking to transition ownership, control and/or management of their business.
We believe that you value independent, unbiased product-neutral advice and that is what Oxford provides.
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