A Strategic Approach to Client Service

Exclusivity is not just a feature of our client service—it’s a strategic advantage that defines the way we operate. Our approach is rooted in selectivity, designed to ensure that every client we serve can fully benefit from the comprehensive value we work to provide. We aim to create lasting relationships where we can add significant value to the families we serve, for generations to come.

It starts with Oxford’s Value Council, a unique oversight body that plays a crucial role in maintaining the integrity of our client relationships. Chaired by Partners of the firm, the Value Council carefully evaluates potential clients before we even propose a partnership.

This deliberate process assesses whether our suite of services aligns with the clients goals, challenges and potential for mutual value creation. This helps ensure that we deliver our best work to clients who benefit from our services.

Our commitment to exclusivity extends to the profile of the families we work with. Oxford primarily partners with clients who have significant investable assets, complex estate and income tax planning needs and a desire to grow their wealth responsibly. We understand this heightened focus on their balance sheet is driven by a genuine sense of accountability—both to current and future generations and their favorite philanthropic endeavors. We believe the clients we serve are stewards of their families’ legacies, and our role is to support that vision.

Oxford’s exclusivity is also evident in our deep commitment to sharing best practices across our diverse client base. Over the years, we have accumulated insights from hundreds of family offices nationwide. We use these experiences to help our clients proactively address potential challenges and structure their own family offices more effectively. Our role is not only to advise but also to ensure successful execution, guiding clients through complex decisions in both investments and governance.

A key component of our offering is aspirational private equity, where qualified clients have access to institutional-caliber investments typically reserved for single family offices. For over 20 years, we have dedicated countless hours and a tremendous amount of Partner capital to build our investment team so our clients can benefit from the access to these unique investment solutions.

Our selectivity in client relationships allows us to focus intensely on each family we serve, providing personalized solutions that address their unique needs. Whether a client is well-versed in financial planning or just beginning to understand wealth management, we meet them where they are. We take the time to listen, understand their goals and tailor our approach—whether that means delving into details or providing high-level summaries based on the client’s preferences.

The benefits of exclusivity at Oxford go beyond prestige. They reflect a deliberate strategy to ensure our clients receive the highest level of service, expertise and alignment. It’s about building lasting partnerships that drive meaningful growth, protect family legacies and create a positive impact across generations.