Philanthropic Support

Oxford clients often enjoy sharing their success through various donations to charities or organizations that align with their values.

Private Family Services of Oxford^® supports philanthropic activities through:

Acknowledging charitable requests
Serving as a liaison with charitable organizations
Maintaining the checkbook and initiating charitable distributions from your foundation
Tracking charitable grants and multi-year commitments
Setting up charitable gifting accounts for non-foundation gifting
Gathering tax information necessary for tax return/tax estimates
Coordinating foundation meetings and recording meeting minutes

Private Family Services of Oxford provides the personal financial support you need when juggling multiple properties and household staff.

Private Family Services of Oxford helps you stay on top of your personal obligations while ensuring your home and family office is running smoothly.

Private Family Services of Oxford can assist with governing your family entity(ies).

Oxford clients often enjoy sharing their success through various donations to charities or organizations that align with their values.

Thoughtful. Insightful. Committed.^®