The Power of Family Meetings

Supporting Multigenerational Family Conversations

At Oxford, we view family meetings as an effective way to keep families on the path toward open communication and a strong future. Our dedication to fostering collaborative and well-coordinated relationships with family members can open up the lines of communication to ensure the right planning strategies are in place to support the family’s goals and philosophies. Family meetings provide a forum to engage in meaningful and productive conversations with all members of an extended family. We work to tailor these meetings to a family’s mix of personalities, unique needs and overarching philosophy. This process enables us to address a variety of topics encompassing family generational lines, governance, trusts and philanthropic giving. We begin by working with the matriarch and patriarch to gain insight into a family’s history, values and intentions for their wealth. These discussions can help a family understand and influence how future generations will approach money. Engaging in conversations around philanthropy, for example, can provide a seamless way for younger generations to align with their family’s vision. An important component of family meetings involves engaging younger generations. Conducting high level education on topics such as basic estate planning, cash flow, debt and taxes with second and third generation family members helps them relate to the broader financial picture. Conversations around social media and online privacy, for example, enable us to offer unique perspectives to clients with children. Building trust and supporting strong communication between Oxford and our clients not only supports successful wealth transfer, it also helps to ensure a family’s legacy of purpose and meaning endures long into the future. We share our insights and recommendations and identify ways to adapt to new tax laws or changes in family structure. Armed with a personalized roadmap for success, we execute a plan that ensures the ongoing protection of your family’s wealth. At Oxford we view ourselves as a family of Managing Directors, Client Service Specialists and Wealth Strategists. This team is comprised of seasoned professionals with deep expertise across many financial disciplines. We understand that building and preserving wealth can be complex and challenging. Our family of advisors work collaboratively on your behalf to help you create a family legacy that will endure for many generations.

Bespoke Solutions

The Power of Family Meetings

Supporting Multigenerational Family Conversations

At Oxford, we view family meetings as an effective way to keep families on the path toward open communication and a strong future. Our dedication to fostering collaborative and well-coordinated relationships with family members can open up the lines of communication to ensure the right planning strategies are in place to support the family’s goals and philosophies.

Family meetings provide a forum to engage in meaningful and productive conversations with all members of an extended family. We work to tailor these meetings to a family’s mix of personalities, unique needs and overarching philosophy. This process enables us to address a variety of topics encompassing family generational lines, governance, trusts and philanthropic giving.

We begin by working with the matriarch and patriarch to gain insight into a family’s history, values and intentions for their wealth. These discussions can help a family understand and influence how future generations will approach money. Engaging in conversations around philanthropy, for example, can provide a seamless way for younger generations to align with their family’s vision.

An important component of family meetings involves engaging younger generations. Conducting high level education on topics such as basic estate planning, cash flow, debt and taxes with second and third generation family members helps them relate to the broader financial picture. Conversations around social media and online privacy, for example, enable us to offer unique perspectives to clients with children.

Building trust and supporting strong communication between Oxford and our clients not only supports successful wealth transfer, it also helps to ensure a family’s legacy of purpose and meaning endures long into the future. We share our insights and recommendations and identify ways to adapt to new tax laws or changes in family structure. Armed with a personalized roadmap for success, we execute a plan that ensures the ongoing protection of your family’s wealth.

At Oxford we view ourselves as a family of Managing Directors, Client Service Specialists and Wealth Strategists. This team is comprised of seasoned professionals with deep expertise across many financial disciplines. We understand that building and preserving wealth can be complex and challenging. Our family of advisors work collaboratively on your behalf to help you create a family legacy that will endure for many generations.