Our Family

Serving Your Family or Organization

We’ve always held firmly to the belief that there is no “one way” to support clients. Throughout our history, we’ve prided ourselves on our ability to listen and develop solutions based upon ongoing dialogue with our family of clients. Responding to their evolving needs has led to expanded investment offerings, enhanced technology and more comprehensive advice. Our ability to embrace change has increased efficiency, supported innovative solutions and enabled us to explore new investment opportunities. Family Office Services has always been the bedrock of Oxford—we assemble a strategy, develop an Oxford MasterPlan and then measure the results of our execution against that plan. Our advice and execution structure remain very proactive. We are continually exploring ways to improve our approach, and our model has evolved since our founding in 1981. Over the past year, we appointed several colleagues on the Family Office Services Technical Team to be part of a body of leaders we call the Family Oxford Fellows. Drawing on the unique expertise of these individuals helps us better address the overall needs of individual clients. We continue to draw on our total objectivity and our broad reach to provide the maximum value to the foundations, endowments and other institutional clients that we serve. Our truly fee-only business model has no proprietary products, no sales quotas and no earnings per share. Our broad reach comes not only from our size, but also from the long-term relationships we've established with top-tier money managers in traditional markets and Aspirational Solutions. On the investment side, our clients have enjoyed higher returns associated with our expanded Aspirational Solutions offerings. In an environment marked with uncertainty about the market’s ability to continue its historic momentum, Aspirational Solutions can generate significantly higher returns than long-only equity portfolios. Our ability to forge relationships with leading third-party General Partners has enabled us to provide clients with access to direct private equity deals. The Regent Street Co-Investment Fund provides Oxford’s private clients and institutional investors with access to investment opportunities traditionally reserved for large private equity funds. Looking ahead, we anticipate that 2020 may be one of the busiest years on record for Oxford. The Tax Reform Act of 2017 will continue to support the need for families to focus on sophisticated multigenerational planning strategies. The growing demand for enhanced market returns underscores the value of utilizing Oxford’s Aspirational Solutions. We recognize the importance of identifying new ways to help clients address the complexities and rewards of managing significant wealth. Barring a major market correction, we expect the investment environment to remain favorable in 2020. However, whatever the future has in store, history reinforces the value of working with a dedicated financial partner. We will not stray from our sole objective—providing families and institutions with experienced advice, customized investment solutions and unparalleled support.

Conclusion

Our Family

Serving Your Family or Organization

We’ve always held firmly to the belief that there is no “one way” to support clients. Throughout our history, we’ve prided ourselves on our ability to listen and develop solutions based upon ongoing dialogue with our family of clients. Responding to their evolving needs has led to expanded investment offerings, enhanced technology and more comprehensive advice. Our ability to embrace change has increased efficiency, supported innovative solutions and enabled us to explore new investment opportunities.

Family Office Services has always been the bedrock of Oxford—we assemble a strategy, develop an Oxford MasterPlan and then measure the results of our execution against that plan. Our advice and execution structure remain very proactive. We are continually exploring ways to improve our approach, and our model has evolved since our founding in 1981. Over the past year, we appointed several colleagues on the Family Office Services Technical Team to be part of a body of leaders we call the Family Oxford Fellows. Drawing on the unique expertise of these individuals helps us better address the overall needs of individual clients.

We continue to draw on our total objectivity and our broad reach to provide the maximum value to the foundations, endowments and other institutional clients that we serve. Our truly fee-only business model has no proprietary products, no sales quotas and no earnings per share. Our broad reach comes not only from our size, but also from the long-term relationships we’ve established with top-tier money managers in traditional markets and Aspirational Solutions.

On the investment side, our clients have enjoyed higher returns associated with our expanded Aspirational Solutions offerings. In an environment marked with uncertainty about the market’s ability to continue its historic momentum, Aspirational Solutions can generate significantly higher returns than long-only equity portfolios. Our ability to forge relationships with leading third-party General Partners has enabled us to provide clients with access to direct private equity deals. The Regent Street Co-Investment Fund provides Oxford’s private clients and institutional investors with access to investment opportunities traditionally reserved for large private equity funds.

Looking ahead, we anticipate that 2020 may be one of the busiest years on record for Oxford. The Tax Reform Act of 2017 will continue to support the need for families to focus on sophisticated multigenerational planning strategies. The growing demand for enhanced market returns underscores the value of utilizing Oxford’s Aspirational Solutions. We recognize the importance of identifying new ways to help clients address the complexities and rewards of managing significant wealth.

Barring a major market correction, we expect the investment environment to remain favorable in 2020. However, whatever the future has in store, history reinforces the value of working with a dedicated financial partner. We will not stray from our sole objective—providing families and institutions with experienced advice, customized investment solutions and unparalleled support.