Julia Weaver, J.D., LL.M.

Director, Family Office Services & Family Office Fellow

My experience in wealth transfer planning, both as a prior estate planning attorney and Senior Wealth Strategist, uniquely qualifies me to understand the needs of affluent multigenerational families. Navigating the tax and legal complexities of wealth transfer is crucial to a successful plan. The Family Office Services Technical Team provides an unparalleled depth and breadth of expertise in our industry, drawing upon our collective technical knowledge and combined 150 years of practical experience in crafting multigenerational wealth transfer plans. The Family Office Fellows are well-versed in supporting the needs of multigenerational families. This may include modernizing trust structures with enhanced flexibility, helping business owners create dynastic succession plans or structuring family summits to prepare heirs for wealth transfer. Understanding the nuances of each family, including their philosophies and values around wealth, is central to our process. Taking into account each client’s unique values and passions helps us tailor their plan and honor their family legacy for generations to come. A trust may govern a family’s wealth for centuries, so it is essential that it be flexible to adapt to changing tax laws and evolving family circumstances. At Oxford, we pride ourselves in our ability to maximize a trust’s relevance for generations to come, while staying true to a family’s foundational goals. Family Office Fellows work closely with Managing Directors, Client Service Specialists, the Oxford Investment Fellows and each client’s outside advisors. This think tank of professionals vet ideas to identify an optimal strategy for each client. The Family Office Fellows then use financial modeling and analysis to impact-test the entire wealth transfer plan to illustrate not only the tax effects of each strategy, but also the impact on the family’s spending and other lifestyle goals and objectives. As professionals, we are passionate about designing sophisticated, cutting-edge solutions for our clients. Our advice is never clouded by pressure to sell certain products—it is truly and exclusively about providing expert advice in the best interest of the families we serve.

Leadership

Julia Weaver, J.D., LL.M.

Director, Family Office Services & Family Office Fellow

My experience in wealth transfer planning, both as a prior estate planning attorney and Senior Wealth Strategist, uniquely qualifies me to understand the needs of affluent multigenerational families. Navigating the tax and legal complexities of wealth transfer is crucial to a successful plan. The Family Office Services Technical Team provides an unparalleled depth and breadth of expertise in our industry, drawing upon our collective technical knowledge and combined 150 years of practical experience in crafting multigenerational wealth transfer plans.

The Family Office Fellows are well-versed in supporting the needs of multigenerational families. This may include modernizing trust structures with enhanced flexibility, helping business owners create dynastic succession plans or structuring family summits to prepare heirs for wealth transfer. Understanding the nuances of each family, including their philosophies and values around wealth, is central to our process. Taking into account each client’s unique values and passions helps us tailor their plan and honor their family legacy for generations to come.

A trust may govern a family’s wealth for centuries, so it is essential that it be flexible to adapt to changing tax laws and evolving family circumstances. At Oxford, we pride ourselves in our ability to maximize a trust’s relevance for generations to come, while staying true to a family’s foundational goals.

Family Office Fellows work closely with Managing Directors, Client Service Specialists, the Oxford Investment Fellows and each client’s outside advisors. This think tank of professionals vet ideas to identify an optimal strategy for each client. The Family Office Fellows then use financial modeling and analysis to impact-test the entire wealth transfer plan to illustrate not only the tax effects of each strategy, but also the impact on the family’s spending and other lifestyle goals and objectives.

As professionals, we are passionate about designing sophisticated, cutting-edge solutions for our clients. Our advice is never clouded by pressure to sell certain products—it is truly and exclusively about providing expert advice in the best interest of the families we serve.