Our number one priority is to assist our clients in the attainment of their financial goals and visions. Oxford’s Client Service teams provide a wide range of family office services, including:
- Legacy planning
- Trustee and executor services
- Tax advice and preparation
- Concentrated holding strategies
- Grant making
- Governance of family foundation
About Our Client Service Teams
Every Oxford client has access to a multi-disciplinary team with a broad spectrum of financial planning service and expertise.
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Client Service Advisor
Your account is led by a senior member of the firm who is thoroughly familiar with all aspects of your situation and relationship with the firm.
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Client Service Manager
A Client Service Manager, with skills specific to your needs, is responsible for understanding your wealth situation and orchestrating the many resources Oxford has available to meet your needs.
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Investment Team
Our Investment Team, including our Chief Investment Officer and Senior Analysts, are available to discuss your particular interests about the direction of your portfolio and other issues.