Capabilities & Services
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The Trust Company of Oxford can, as an institution, be appointed to act on your behalf in a variety of capacities—helping you enjoy increased privacy, peace of mind and financial security.
Trustee or Co-Trustee
The Trust Company of Oxford can be named sole Trustee or Co-Trustee along with a family member or trusted advisor. This can be particularly valuable in the event of disability or untimely death, allowing heirs to benefit from the knowledge and relationships that the client enjoyed.
Executor
We can be named as Executor in a will to handle all the administrative details of the estate along with the appointed attorney.Custodian
As Custodian, we will safeguard the assets of the trust, collect dividends and interest, and execute monthly accounting transactions.Investment Advisor
As a subsidiary of Oxford Financial Group, we can provide full investment planning and evaluation services. Utilizing the full expertise and resources of the entire organization, we can provide professional and unbiased advice including review of investment objectives, asset allocations and money manager recommendations.
Financial Planning
Oxford’s Family Office provides TCO clients with comprehensive personal financial planning. Financial planning services help individuals and families manage financial resources based on an analysis of individual and family needs. Generally, planning covers present and anticipated assets and liabilities, including insurance, savings, investments and anticipated retirement or other benefits.
Trust Services
We have structured our professional, caring trust services and counsel for individuals and families for a variety of goals and desires. These trust services are designed for continuous, multi-generational issues and include:
- Family Revocable Trusts
- Testamentary Trusts
- Marital Trusts
- QTIP Trusts
- Educational Trusts
- Generation-Skipping Trusts
- Life Insurance Trusts
- Various Charitable trusts, Foundations and Endowments