Looking Back, Moving Forward: A Commitment to Excellence

As we reflect on another year at Oxford Financial Group, Ltd.^™, one thing is clear: our commitment to clients, our dedication to independence and our focus on innovation continue to drive us forward. The past year has brought growth, resilience and meaningful strides across all facets of our services. From enhancing The Trust Company of Oxford^™ with a forthcoming national charter, to expanding our aspirational investments and refining our differentiated tax management strategies, Oxford has remained steadfast in its mission to deliver superior, tailored solutions for clients across multiple generations.

Oxford’s focus on expanding Private Family Services of Oxford^® has also been essential. As more families explore the decision between building a standalone family office or outsourcing to a more scalable structure, we’ve stepped in to provide a seamless transition. Private Family Services of Oxford offers families the benefits of institutional resources without the complexities of managing them directly. This approach ensures not just financial success but the creation of sustainable family wealth enterprises that resonate across generations.

As we continue to refine our Regent Street strategy, we are proud to maintain our position as a player in the lower middle market. By partnering with emerging managers and smaller private equity funds, we have unlocked opportunities that may align with our clients’ goals for growth, while negotiating better terms and lowering fees. This approach reflects our commitment to maximizing returns while maintaining transparency and alignment of interests.

Oxford’s Aspirational Solutions continue to set us apart from traditional wealth management firms. By providing direct access to private operating businesses, sector-specific funds and co-investments with General Partners, we offer clients a diversified path to wealth creation. These opportunities not only enhance financial outcomes but also mirror the entrepreneurial spirit of our clients—many of whom have built substantial wealth through private business ownership.

The ongoing success of our firm is built on more than just strategic innovation; it is grounded in the strength of our team and the trust of our clients. As we look ahead, we are prepared to face new challenges and embrace new opportunities with the same commitment that has defined Oxford for over four decades. Whether through expanding our service offerings, enhancing our fiduciary capabilities or refining our investment strategies, we are focused on creating long-term value for our clients.

The path forward is clear: we will continue to innovate, expand and evolve—always with an unwavering commitment to delivering excellence. Our goals remain centered on preserving wealth, creating growth opportunities and maintaining the highest standards of client service.

As we close this year’s report, we do so with deep gratitude for the trust our clients place in us and with great optimism for the years ahead.

Together, we will continue to build on our successes and create lasting legacies for generations to come.