Helping Families Sustain Prosperity Across Generations

For many families, managing significant wealth is more than a financial responsibility—it’s a commitment to sustaining prosperity across generations. At Oxford Financial Group, Ltd.^™, we understand the unique complexities that come with this commitment, and our Bespoke Generational Solutions are designed to help families navigate the decision of building a family office or outsourcing those responsibilities to a more scalable, sustainable structure.

The question of whether to build a standalone family office or work with a firm like Oxford often centers around two common scenarios: The first involves business owners who prefer not to build out and manage the complexities of a family office themselves and are instead looking for an outsourced multifamily office solution. The second scenario involves families who already have a small, in-house family office but recognize their three- to five-person team may not have the scale or resources they need.

In both cases, an outsourced, multifamily office model like Oxford’s may offer an appealing alternative. We are uniquely positioned in an ever-evolving competitive landscape where we are not the “smaller” RIA and are big enough to deliver institutional-quality resources. By serving as your outsourced family office, Oxford provides the same level of personalized service as a traditional family office, while also delivering the scalability and continuity to help you sustain your wealth across generations. All this without the overhead and complexity clients might assume by managing the services themselves.

For families with existing family offices, transitioning to Oxford can provide significant benefits. We offer the depth of resources, expertise and infrastructure that many smaller family offices lack, enabling a smoother and more effective private wealth management experience. Our scalable structure not only ensures that clients receive top-tier service today, but also provides for continuity and longevity, helping to ensure that the family’s wealth is managed sustainably for generations to come.

Being a multifamily office is not just about managing assets—it’s about fostering and maintaining long-term relationships rooted in higher levels of trust upfront. We take the time to understand each family’s culture, dynamics and values, ensuring our strategies align not only with financial objectives but also with personal aspirations. By focusing on both the numbers and the people behind them, we strive to help clients achieve more than just financial success, but also a lasting legacy.

Whether it’s an alternative to building a standalone family office or winding down an existing one, Oxford’s Bespoke Generational Solutions provides a seamless, scalable and sustainable approach to managing generational wealth. With a focus on trust, expertise and tailored solutions, we are committed to helping families achieve their long-term financial goals—one generation at a time.