Services — Individual and Family
Oxford helps individuals and families develop and implement sophisticated, long-term financial plans that are highly tailored to their individual needs. With billions of dollars of assets under advisement, Oxford is expansive enough to offer a full range of services and access to global investment opportunities as well as world-class independent research.
Our size also affords us extraordinary access to top-tier money managers in areas such as private equity, real estate and hedge funds that go well beyond the traditional asset classes. At the same time, we remain small enough to be privately held and to offer you highly customized, independent advice.
Family Office Services
The sole commitment of our Family Office Services group is to enhance the financial lives of our clients and to enrich their family legacies. This means helping you to organize and deploy your wealth in ways that enable you and your family to lead lives that are happier, more harmonious and secure. We provide successful families and individuals the advantages and synergies of a single family office.
Family Office Services includes everything from financial and estate planning to assistance with insurance, taxes, real-estate holdings, credit solutions and philanthropy. For some clients, we even manage household finances and provide concierge-like services.
Investment Services
Our first step at Oxford is to work with you to develop a clear understanding of your financial goals and then document them in a written Investment Policy Statement. Based on this statement, we design strategic and tactical asset allocation policies, recommend the appropriate managers and investment vehicles, monitor performance, conduct ongoing due diligence, report results and recommend changes as required. It’s a rigorous portfolio construction process, based on insightful analysis, with the goal of providing you the highest probability of achieving your financial objectives.
The Trust Company of Oxford™
Oxford established The Trust Company of Oxford to serve as an independent third party that acts in a fiduciary role for our clients—as a custodian of certain assets, as a trustee or a co-trustee of a trust. Although The Trust Company of Oxford is a separate legal entity, its subsidiary relationship with Oxford enables us to align the services offered by the two organizations, providing a single point of contact for our individual and family clients.
All clients enjoy the benefit of an Oxford Financial Group partner dedicated to their account, complementing the expertise of a fiduciary administrator. There is a single set of records and a common set of objectives for each client, and the necessary authorities are in one place. This alignment can be particularly valuable during times of sudden change, such as a marriage, a child reaching the age of majority, the sale of a business or a death in the family.
Alternative Investments
For qualified investors with long-term investment horizons, investments in “alternative” areas such as private equity partnerships, private real estate partnerships, hedge funds and natural resources offer benefits that include the potential for higher long-term performance, diversification and an enhanced ability to manage risk and return.
Oxford’s Savile Row® offers pooled investment vehicles that give qualified investors access to a diversified mix of top-tier alternative investment managers. And through our Mayfair investment program, we offer you occasional opportunities to make direct equity investments in privately held companies.
Consulting Services
Are you looking for a second opinion on your financial investment strategy? Oxford offers consulting services for individuals and institutions wishing to evaluate their current financial results when compared to their objectives. To learn more, please give us a call or drop us a note. We’ll be happy to visit your offices and tell you more about who we are and how we work. We cordially invite you to do the same, to help us learn more about you and your financial needs.
Fees
Oxford is truly a fee-only wealth advisor—we only charge a fee for the services we provide, with no hidden costs or expenses. We offer you complete objectivity because we have no affiliations or financial arrangements with third parties that might distort our objectivity or present conflicts of interest, nor do we sell mutual funds, insurance or other products.
Because we do not receive compensation from other sources, our sole commitment is to serve your best interests at a fair price. In other words, we sit on the same side of the table as our clients.
Call us today for a complimentary consultation.
Toll-free: 800.722.2289