Creating a sustainable family financial legacy using a proven framework.
Despite the best efforts of the planning done by multiple generations, various family members and advisors, the unique and complex steps to creating a sustainable family financial legacy can be challenging to achieve.
Multigenerational families have unique needs when considering family governance structures, access points to assets and guidance around future considerations to support the family’s financial values.
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 bring not only the appropriate level of expertise and experience but a proven framework within which to consider these issues.
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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