A Professional and Confidential Family Home Office Solution

For many of our Oxford Financial Group, Ltd.^™ families, managing the day-to-day financial and administrative operations within their home family office can produce significant strain on their time and energy, limiting what would otherwise be available for business or leisure. Private Family Services of Oxford (PFSO) provides our clients with a professional and confidential family home office solution, whether it is to replace their existing family office or to enhance it. Our families have worked hard to achieve their success, and PFSO wants to help them enjoy that success by freeing them up to focus on what matters most, not paying bills, tracking expenses, creating reports or filing documents.

Private Family Services of Oxford provides a team much like a family home office, without the administrative hassle. We match each family with the appropriate PFSO team member to fit their specific needs to help ensure the home office runs smoothly and is maintained according to the family’s specifications.

Private Family Services of Oxford offers an array of support services in four main areas, including but not limited to:

I. Personal Finance: PFSO offers peace of mind that your bills are handled and expenses monitored, regardless of the size or complexity of your properties or household staff. Valuable and digestible financial reporting is provided, as needed, to allow for quick analysis and decision-making.

II. Administrative Support: Our clients are extremely busy, both while working or in retirement. Whether it is managing a company, traveling extensively or serving on a favorite not-for-profit board, we can help provide the administrative support needed.

III. Family Entity Support: The level of oversight required to operate and maintain family properties, vacation homes or valued family assets placed in separate entities can be tremendous. PFSO can provide the administrative and financial support necessary to ensure the proper separation between the family entity and the individual household.

IV. Philanthropic Support: We help make it easier for our clients to share their success through donations to charities and organizations they feel passionate about. PFSO can handle the paperwork and communication, serving as a liaison between the charitable organizations and our clients.

Our clients’ family time is valuable, and the Private Family Services of Oxford Team is here to give some of that time back, all while providing peace of mind their financial affairs are handled professionally, thoroughly and confidentially.