Oxford’s M25 Counsel oversees three key areas of your portfolio: administrative, strategy and financial coordination.
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, multigenerational portfolio. This can encompass assets held in banks, brokerage accounts, trusts, life insurance and annuities, private placements, limited partnerships and other investments.
Oxford’s M25 Counsel oversees three key areas of your portfolio:
Administrative
Strategy
Financial Coordination
M25 Counsel can be in lieu of, or in addition to, Oxford’s regular investment advisory service for assets under Oxford’s advisement. Services are tailored based on your needs, and may include:
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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