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.
Client Service Advisor
Your account is lead by a senior member of the firm who is thoroughly familiar with all aspects of your situation and relationship with the firm.
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.
Investment Team
Our Investment Team, including our Chief Investment Officer and Senior Analysts, are available to discuss particular interests about the direction of your portfolio and other issues.