The Oxford Way

In the world of wealth management, there’s a critical distinction between advisors who merely review a client’s planning documents and “pitch a few strategies” versus those who work as a true family office to create generational legacies. The latter is the heart of Oxford’s Bespoke Generational Solutions. While conventional firms may peruse documents to explain basic provisions or run rudimentary financial projections, Oxford takes a profoundly different approach: We delve into every aspect of a family’s wealth, passions and dynamics to create an Oxford MasterPlan^®.

OXFORD MASTERPLAN
The Oxford MasterPlan is not simply a title, it is a keystone offering of Bespoke Generational Solutions. It reflects our commitment to enhance our families’ financial outcomes and preservation of wealth for today and the infinite future. When we engage with a family, we create this comprehensive wealth road map that addresses every aspect of their generational wealth and measures the positive impacts of the planning strategies.

UNDERSTANDING THE FAMILY’S HEART OF THE MATTER
Bespoke Generational Solutions evolved from an understanding of what matters to the family—not just their balance sheet, but how they wish their wealth to pass, who they wish to benefit and how to accomplish this with maximum tax efficiency. It delves into fulfilling charitable goals and counseling families on developing their family mission statement and a legacy constitution.

HOLISTIC APPROACH
The hallmark of Bespoke Generational Solutions is its holistic approach to multigenerational wealth. The analysis components of this multifaceted process  are designed to garner a complete understanding of each Oxford family’s current estate plan. From this panoramic vantage point we then create strategies to  enhance the success of the family’s wealth transfer goals in line with the family mission. At the core of Bespoke Generational Solutions is the dedication to translating, educating and facilitating discussions that span every generation  and every aspect of a family’s wealth journey.

IQ WITH EQ
What sets Oxford apart is not just IQ (Intelligence Quotient), but EQ (Emotional Quotient) as well. While understanding transfer tax and trust laws is crucial (IQ), Oxford’s team combines this with empathy and heart (EQ). It is our goal to help families navigate life changes, some highly welcome and others quite difficult. This holistic approach ensures that families can focus on their loved ones and legacies while knowing that Oxford is there to guide them seamlessly through the next steps of any transition. Oxford’s work is always underscored by a commitment to both the intellectual and emotional aspects during both joyful and sensitive times.

At Oxford, the journey of wealth management is not just about numbers; it’s about crafting family legacies that stand the test of time, and Bespoke Generational Solutions provides the blueprint for that legacy.