Family Office
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At the turn of the century, wealthy families such as the Carnegies and Rockefellers recognized that their family wealth needed the same attention and focus as the finances of their businesses. These families determined that they could produce superior financial results and obtain more personalized service by establishing private financial organizations, known as “family offices,” to manage their collective family wealth. These family offices provided financial services such as trust management, tax and estate planning and investment planning.
Oxford refined this century old concept in the early 1980’s by creating the Multifamily Office. The Multifamily Office provides successful families and individuals the advantages and synergies of the single family office. Like the traditional, single family office, Oxford’s Multifamily Office services include personal financial planning, investment planning for family wealth, family strategic planning, fiduciary services and personal services.
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