M25 Counsel

Using Technology to Gain a Big Picture Perspective

Effective multi-generational wealth management can be enhanced with a 360-degree portfolio view, offering valuable insight into comprehensive tax planning and the ability to strategically manage income distributions across portfolios. Oxford’s M25 Counsel provides a holistic picture of family wealth. Looking beyond assets which Oxford directly supervises, it creates a unified overview of your entire, multi-generational portfolio. This can encompass assets held in: Oxford’s M25 Counsel oversees three core areas of your portfolio: I. Administrative II. Strategy III. Financial Coordination Account aggregation is a process that electronically collects financial data from different accounts and assembles the information into a single, consolidated interface for analysis and review. Not only does it provide a snapshot of your multi-generational portfolio, it can support strategic risk assessment and ensure we identify and deliver the right planning strategies. M25 Counsel digitally aggregates your multi-generational portfolio to provide benefits such as: Focusing on connecting with our clients both virtually and in-person has never been more important. The past year has reminded us of the value of leveraging best-in-class technology to produce a single reporting solution. It reflects Oxford's commitment to innovation and aligning services with your evolving financial needs.

M25 Counsel

Using Technology to Gain a Big Picture Perspective

Effective multi-generational wealth management can be enhanced with a 360-degree portfolio view, offering valuable insight into comprehensive tax planning and the ability to strategically manage income distributions across portfolios. Oxford’s M25 Counsel provides a holistic picture of family wealth. Looking beyond assets which Oxford directly supervises, it creates a unified overview of your entire, multi-generational portfolio. This can encompass assets held in:

  • Banks
  • Brokerage accounts
  • Trusts
  • Life insurance and annuities
  • Private placements
  • Limited partnerships and other investments

Oxford’s M25 Counsel oversees three core areas of your portfolio:

I. Administrative

  • Oversight of family finances
  • Quarterly monitoring and consolidated reporting
  • Generational reporting

II. Strategy

  • Tactical and strategic asset allocation
  • Lower minimums
  • Institutional pricing for managers, custody and services of choice

III. Financial Coordination

  • Integration of estate planning with institutional investing and administrative efficiencies
  • Asset allocation transparency across portfolios

Account aggregation is a process that electronically collects financial data from different accounts and assembles the information into a single, consolidated interface for analysis and review. Not only does it provide a snapshot of your multi-generational portfolio, it can support strategic risk assessment and ensure we identify and deliver the right planning strategies.

M25 Counsel digitally aggregates your multi-generational portfolio to provide benefits such as:

  • Consolidated performance reporting and strategic asset allocation advice
  • Coordinated tax advice across all portfolios
  • Multi-dimensional risk assessment
  • Viewing rights via the Oxford Eye Portal
  • Advisor communication

Focusing on connecting with our clients both virtually and in-person has never been more important. The past year has reminded us of the value of leveraging best-in-class technology to produce a single reporting solution. It reflects Oxford’s commitment to innovation and aligning services with your evolving financial needs.

“A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty.”
~Winston Churchill
THE OXFORD ANNUAL REPORT | 2021

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The opinions expressed are those of Oxford Financial Group, Ltd. The opinions referenced are as of the date of the publication and are subject to change due to changes in the market or economic conditions that may not necessarily come to pass.