The Oxford Why

Oxford’s Palm Beach office, a recent addition to the Oxford family, is led by an experienced team and has quickly become a beacon of expertise and client-focused service in the Palm Beach community.

Located on the illustrious Royal Palm Way in Palm Beach, the office exudes elegance and professionalism. It officially opened its doors in April, and since then, it has been steadily growing its headcount and capabilities.

Leading the Palm Beach office is Managing Director, Bart Francis, MST, CFP^®, CIMA^®. Bart brings to Oxford his deep technical, business and experiential background in financial, estate, trust and tax planning. His focus is on developing and monitoring creative strategies for families of significance, helping them enhance and preserve their wealth. Bart has lived in the Palm Beach area for more than two decades. He joined Oxford after working with high-net-worth families at Bessemer Trust.

When asked what led him to join Oxford, Bart shared, “What led me to find the organization so attractive, and the opportunity so appealing, is that the leadership of Oxford is focused on the business of providing services and advice to ultra-high-net-worth individuals, and the board members are engaged in that. I’ve worked at other firms where the board either has no background in providing these services, or long ago left that behind. When you’re working hard for people, it’s very helpful to have board leadership that is working side by side with you to accomplish the same thing, rather than focusing only on bottom-line profits or next quarter’s profit and loss statement. The other biggest factor for me was Oxford’s commitment to being around for the long term to provide services to families, their children, their grandchildren and the generations after. That is another significant differentiator. The way that Oxford is structured, which is truly unique, is to ensure the firm is around to support our clients now and for generations to come.”

Bart is joined by a team in Palm Beach that stands as a testament to Oxford’s commitment to providing top-tier service.

I. Bobbi Short, Senior Presentation Specialist

II. Sofia Sakare, Executive Assistant/Meeting Planner

III. Kristy Plonisch, Senior Meeting Planner

The decision to establish a presence in Palm Beach was very deliberate. Oxford’s Managing Directors had been actively engaging with the Palm Beach community for many years, gradually building a client base. The success during the pandemic further emphasized the need for a physical location in the area. Local advisors recognized the value of having a dedicated team with a local office, fostering stronger client relationships and providing tailored service.

One of the key strengths of Oxford is its commitment to maintaining a consistent client experience across all office locations. While each office has its unique charm, the underlying Oxford Brand remains intact. The furniture, paintings and overall design align seamlessly in all office locations, ensuring clients always feel at home. Whether clients are in Palm Beach, Atlanta or any other office, they can expect the same high-quality service and culture.

Our Palm Beach office represents Oxford’s unwavering dedication to its clients and the long-term prosperity of their families. The team’s expertise, combined with Oxford’s unique approach, ensures that clients receive the highest level of service  and support for generations to come.

See inside our Palm Beach office.

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