To support families at all stages of their financial lives, Oxford has built a team of experts, the Family Office Fellows. The team is comprised of highly credentialed J.D.s, CPAs, Masters in Tax (MST) and Certified Financial Planner^TM professionals (CFP^®) with extensive wealth management experience and expertise.

Drawing on diverse disciplines and designations, our Family Office Fellows work with the broader Oxford team to deliver comprehensive financial advice. As focused advocates for your family, we analyze your current wealth transfer plan at a level that’s unparalleled by our industry peers. The information we gather about your current estate plan is modeled in a highly sophisticated flow chart that identifies the detailed disposition of your wealth at each generational family line.

Armed with in-depth knowledge into the nuances of your family’s situation, our Family Office Fellows work with your Managing Director to create a dynamic blueprint of recommendations and strategies that address all of your wealth goals and objectives. We call this your Oxford MasterPlan. Your Oxford MasterPlan defies a one-size-fits-all approach to planning by providing tailored guidance around key elements of your wealth.

In collaboration with your entire team of advisors, the Family Office Fellows provide expertise and guidance in all areas of planning, including:

• Multigenerational wealth transfer planning
• Tax mitigation strategies
• Family governance and education to preserve wealth for generations
• Assessing and educating on the optimal situs for dynastic planning strategies
• Family entity planning to enhance tax strategies
• Gifting techniques to maximize the tax-free transfer of wealth
• Targeted financial projections to give confidence in acting on planning recommendations
• Strategies and vehicles for education and retirement planning
• Utilizing trusts, asset titling and entities for asset protection and preservation with a variety of situs nexus
• Advice and structure for a Family Charitable Strategic Plan, with guidance on all facets of your philanthropic goals

We understand the necessity of education paired with practical experience. The Family Office Fellows, supported by the Family Office Services Technical Team, apply a combined 150 years of working knowledge to the strategies we recommend. Leveraging our experience and expertise is integral to the process of designing solutions that are uniquely tailored to your family’s planning goals and objectives.