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Professional Fees

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.

Fees are designed to ensure that you have the access you need to a team of professionals that understand the intricacies of your situation and can provide advice and direction based on what is best for you.
The fee is designed to create a long-term total access experience for your family, connecting you to professional, comprehensive advice whenever you need it.

Bespoke Generational Solutions^®

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.

Family Office Fellows

Your Managing Directors are supported by a team of highly-credentialed Family Office Fellows who are dedicated full time to family office services.

M25 Counsel

Oxford’s M25 Counsel oversees three key areas of your portfolio: administrative, strategy and financial coordination.

Swindon Transition Counsel^®

The Swindon Transition Counsel is a service that helps business owners who are seeking to transition ownership, control and/or management of their business.

TOFF.HD^®

Creating a sustainable family financial legacy using a proven framework.