Your Managing Directors are supported by a team of highly-credentialed
Family Office Fellows who are dedicated full time to family office services.
The Family Office Fellows are a team of subject matter experts including attorneys, CPAs and CFP® professionals with diverse backgrounds in multigenerational wealth transfer planning, federal estate and income tax planning, charitable planning, business succession and comprehensive financial planning. The Family Office Fellows provide insights and recommendations based on each client’s specific situation and needs, all designed to ensure our client’s unique goals and objectives will be accomplished.
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.
View Part 2 of Oxford’s current Form ADV.
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