Private Family Services

Unparalleled Support to Help You Pursue Your Passions

As a busy professional, managing financial and administrative responsibilities can be time consuming. Oxford’s Private Family Services (PFS) team offers a customized suite of services that lets you focus on what matters most. Private Family Services provides solutions in four primary categories:

  • Personal Finance: Provides services such as expense forecasting, personal financial reporting, household bill pay and payment of tax estimates and payroll for domestic employees
  • Administration: Coordinates personal correspondence and travel arrangements, develops and maintains a detailed record keeping system and assists in scheduling and preparing for meetings
  • Family Entities: Assists with entity bills and investment records, tracks ownership and prepares appropriate distributions to members, maintains records for business assets and assembles tax information
  • Philanthropy: Serves as liaison with charitable organizations to coordinate activities and planned giving, and gathers the necessary documentation for tax purposes

Private Family Services is comprised of CPAs, MBAs and experienced accounting and administrative professionals. Each client is matched with the appropriate team member from Private Family Services, who works closely with your Managing Director and Client Service Team. These individuals work with you and your family to develop effective ways to manage your personal financial and family entity activities and charitable endeavors.

We recognize that no two clients are alike. From bookkeeping and bill pay to expense reporting and cash needs analysis, our associates support you as you juggle competing priorities. These relationships ensure an unparalleled combination of service, expertise and capabilities expertly tailored to your needs.

COVID-19 has undoubtedly changed the way we work—highlighting the value of Private Family Services. Consider the case of a client who was residing in their Florida home when the pandemic struck. The Oxford PFS Coordinator responsible for managing bills and expenses for their Indiana home provided an important level of support and certainty during an unsettling time. You can count on your team at Oxford to manage your financial and administrative matters quickly, confidentially and professionally.

Thoughtful support and advice are critical to keeping you and your family protected. As a Private Family Services client, we understand your family’s needs and goals, and our total focus is on meeting those needs with outstanding attention to detail, a focus on absolute privacy and a desire to give you time back to pursue your passions.

“The empires of the future are the empires of the mind.”
~Winston Churchill

2021 © Oxford Financial Group, Ltd.™ All Rights Reserved.
Oxford Financial Group, Ltd. is an investment advisor registered with the U.S Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Oxford Financial Group, Ltd.'s investment advisory services can be found in its Form ADV Part 2, which is available upon request.
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.