Bespoke Generational Solutions

A Highly Personalized Approach to Managing Wealth

At Oxford, we believe the process of building, managing, preserving and transferring wealth is a very individualized process. When it comes to meeting the wealth needs of our clients, we reject economies of scale or a one-size-fits-all approach. Rather, we work closely with each client to understand the story behind their family’s wealth and to implement strategies to help them reach their unique financial objectives. Bespoke Generational Solutions (BGS) is Oxford’s highly personalized approach to managing wealth, following a methodical four-step process:
    1. Robust consultation: The process begins with a robust one-on-one discussion to get to the heart of a client’s legacy objectives. These conversations are critical to helping us understand, address and anticipate the family’s evolving needs.
    2. In-Depth Wealth Analysis: As advocates for the family, we review a client’s current wealth transfer plan at a level that’s unparalleled in our industry. This includes conducting an in-depth examination of the current estate plan to identify the composition of wealth for each generation. We recognize that a wealth transfer plan cannot be successful without identifying and quantifying elements of risk. Therefore, we assess potential barriers such as avoidable tax exposures, illiquidity for estate taxes or a lack of proper asset protection. This process allows us to implement strategies that enhance the success of the family’s wealth transfer goals.
    3. Your Oxford MasterPlan: Once we understand the nuances of the family’s situation, our team of Family Office Fellows work with the family’s Managing Directors to develop a dynamic blueprint of recommendations and strategies that address all of the family’s wealth goals and objectives. We call this the Oxford MasterPlan. This plan generates expert guidance around all key elements of a client’s wealth including asset creation, strategies to disinherit the IRS, asset protection and multigenerational legacy and philanthropic planning.
    4. Ongoing Performance Report: The MasterPlan serves as a financial roadmap for children, grandchildren and beyond. Each client receives this report to help ensure their plan stays on course. The ongoing performance report quantifies, either in hard dollars or in risk minimization, the positive impact of our recommendations and strategies.
Oxford’s Bespoke Generational Solutions draws on more than three decades of experience working with hundreds of families of significant affluence and countless estate planning and family office professionals. One of our greatest strengths at Oxford is our ability to leverage our team’s diverse skill set to deliver impactful solutions. BGS ensures each client’s family legacy is aligned with the most proactive and forward-thinking planning strategies in the industry.

Bespoke Solutions

Bespoke Generational Solutions

A Highly Personalized Approach to Managing Wealth

At Oxford, we believe the process of building, managing, preserving and transferring wealth is a very individualized process. When it comes to meeting the wealth needs of our clients, we reject economies of scale or a one-size-fits-all approach. Rather, we work closely with each client to understand the story behind their family’s wealth and to implement strategies to help them reach their unique financial objectives.

Bespoke Generational Solutions (BGS) is Oxford’s highly personalized approach to managing wealth, following a methodical four-step process:

    1. Robust consultation: The process begins with a robust one-on-one discussion to get to the heart of a client’s legacy objectives. These conversations are critical to helping us understand, address and anticipate the family’s evolving needs.
    2. In-Depth Wealth Analysis: As advocates for the family, we review a client’s current wealth transfer plan at a level that’s unparalleled in our industry. This includes conducting an in-depth examination of the current estate plan to identify the composition of wealth for each generation. We recognize that a wealth transfer plan cannot be successful without identifying and quantifying elements of risk. Therefore, we assess potential barriers such as avoidable tax exposures, illiquidity for estate taxes or a lack of proper asset protection. This process allows us to implement strategies that enhance the success of the family’s wealth transfer goals.
    3. Your Oxford MasterPlan: Once we understand the nuances of the family’s situation, our team of Family Office Fellows work with the family’s Managing Directors to develop a dynamic blueprint of recommendations and strategies that address all of the family’s wealth goals and objectives. We call this the Oxford MasterPlan. This plan generates expert guidance around all key elements of a client’s wealth including asset creation, strategies to disinherit the IRS, asset protection and multigenerational legacy and philanthropic planning.
    4. Ongoing Performance Report: The MasterPlan serves as a financial roadmap for children, grandchildren and beyond. Each client receives this report to help ensure their plan stays on course. The ongoing performance report quantifies, either in hard dollars or in risk minimization, the positive impact of our recommendations and strategies.

Oxford’s Bespoke Generational Solutions draws on more than three decades of experience working with hundreds of families of significant affluence and countless estate planning and family office professionals. One of our greatest strengths at Oxford is our ability to leverage our team’s diverse skill set to deliver impactful solutions. BGS ensures each client’s family legacy is aligned with the most proactive and forward-thinking planning strategies in the industry.