A Comprehensive, Client-Centric Approach

At Oxford Financial Group, Ltd.^™, we understand that managing significant wealth requires a multifaceted approach, delivered by a well-oiled, well-maintained machine. That’s why our clients benefit from more than just an advisor—they gain access to an entire team of experts, each bringing specialized knowledge and skills to the table. We believe having diverse expertise embedded within our service model sets us apart and enhances the value we deliver to our clients.

Central to Oxford’s approach are two Managing Directors who are Partners of the firm, working together to provide seamless, comprehensive service to each client family. One Managing Director focuses on investment management, serving as the client’s personal Chief Investment Officer, while the other specializes in Family Office Services, acting as a Chief Financial Officer for the family. This model helps ensure clients receive the highest level of expertise in both investment management and financial planning, creating a balanced and informed approach that addresses their unique needs.

Supporting the two Managing Directors is a Relationship Manager, a key member of the team who serves as the day-to-day contact for clients. The Relationship Manager maintains a deep understanding of each client’s goals, preferences and ongoing agenda, ensuring nothing falls through the cracks. This continuity of service allows clients to receive timely responses and support for tasks like wire transfers, account updates and other daily financial needs.

Another key component of Oxford’s team approach is the Oxford Investment Fellows^®, a group of specialists with institutional backgrounds and deep expertise across multiple investment strategies and asset classes. These experts offer clients in-depth education and insights into specific investment opportunities, whether it is private equity, real estate or other alternative investments. The Oxford Investment Fellows are essential in helping clients make informed decisions, offering context and clarity about how each opportunity aligns with broader portfolio strategies.

Clients also benefit from access to the Family Office Fellows and Oxford’s Family Office Services Technical Team, a group of subject matter experts in areas such as tax law, multigenerational estate planning, philanthropy, asset protection and trust structures. These specialists are available to join client meetings, providing insightful guidance on complex matters that require a more nuanced approach.

In addition to the above team of experts, each Oxford family benefits from a dedicated Oxford “cell team”—associates who support all other team members to facilitate a smooth and cohesive client experience. These professionals handle meeting preparation, follow-ups and any other tasks critical to our ongoing relationship with each client. They are the backbone of Oxford’s operational efficiency, helping ensure all commitments are executed between meetings and all communication is clear and timely.

Providing our clients with a robust team of experts from all areas of the firm is just one example of our commitment to deliver best-in-class service at every level of the client relationship.