About Oxford
Our Mission
Helping families build their comprehensive financial architecture by integrating wealth management, tax optimization, estate planning, investment strategy, and family office services.
Institutional resources for individual families.
Institutional resources for individual families.
What We Offer
Oxford Group brings together specialists across multiple disciplines to help you make smart, holistic financial decisions in each area of your financial life that reinforce and improve outcomes in the other areas. We start with in-depth understanding of your situation—your goals, concerns, and vision—and design a plan for your financial health now and for generations to come.
Family Office
Unifying the elements of your wealth ecosystem including family governance, cash-flow management, insurance review, asset protection, personal security, and charitable giving.
Investment Stewardship
Developing a tailored investment strategy based on your timeline and risk tolerance. We guide the careful allocation of capital across asset classes and monitor performance against your goals.
Tax Optimization
Forward-looking tax structuring, grounded in compliance, to reduce liability across entities, jurisdictions, and generations.
Estate Planning
Structuring trusts and succession plans that protect what you’ve built. Realize the short- and long-term potential of your wealth legacy for the people in your care.
Why Choose Oxford
Deep Thinking for Dextrous Planning
Corporations have multiple experts overseeing their financial success. Families should, too. Our wealth management approach is founded on a team of specialists asking rigorous questions and challenging assumptions on behalf of each client, which yields robust planning for financial success that’s measured in generations, not just quarters.
Investigate Your Financial Health.
Our senior partners work directly with you to steward investments, taxes, and estate planning as one cohesive strategy.