Family Office Services
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The goal of Oxford’s Multifamily Office is to bring clarity and purpose to our client’s financial affairs. As with all of our services, the Family Office services are fee-only with complete focus on independence and objectivity.
Our Family Office Services include:
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Personal Financial Planning
Beginning with an intensive, fact-finding session, we develop a detailed financial plan which documents your situation, identifies areas that will be impacted and make specific goal-oriented recommendations. We work with you to set a specific timeline for implementation that is in sync with your goals and objectives.
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Investment Planning for Family Wealth
We work with you to develop an asset allocation which is designed to generate superior long-term results while minimizing investment volatility through efficient diversification. Based on your investment strategy, we recommend the most appropriate money managers, brokerage firms, insurance companies, etc., to implement the asset allocation strategy.
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Family Strategic Planning
Family Strategic Planning helps you with the selection and appointment of professional advisors who will provide counsel to you during your lifetime, as well as to your trusts and descendants.
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Fiduciary Services
Oxford may, at your request, serve as an Investment Advisor to your trust or refer clients to The Trust Company of Oxford (TCO).
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Private Family Services
Over the years, many Oxford clients have realized the need for an associate whose sole function is to assist the family in an administrative role. Services can be tailored to your specific needs.
Examples of services provided include:
- Bill paying, both personal and for family entities
- Maintaining and reconciling checking accounts
- Financial statement and other report preparations
- Coordinating of philanthropic activities
- Developing and maintaining a database of household inventory
- Accumulating information necessary for tax return/tax estimates
- Assisting with home office and file organization
- Checking on home/mail while you are out of town