Private Wealth Services

Powerful Resources Aligned With Your Goals

The complex issues facing high net worth individuals and families require access to a comprehensive array of services—to help manage, preserve and transfer wealth. At Oxford, we are dedicated to providing support beyond traditional wealth management and estate planning services. Private Wealth Services (PWS) gives you the best of both worlds—an expanded suite of financial solutions backed by Oxford’s commitment to personalized advice.

Private Wealth Services includes:

  • Oxford’s M25 Counsel
  • Private Family Services
  • Cash management
  • Personal banking
  • Wealth credit (lending)
  • Custody services through partners

Listening to clients and evaluating industry trends has helped us identify new ways to address the evolving needs of clients. Our vast in-house resources, coupled with an extensive network of industry partners, allows us to leverage leading talent to deliver robust service offerings, such as:

  • Private banking solutions managed by industry partners
  • Custom wealth credit solutions like mortgages, tax obligations, working capital and letters of credit
  • Tailored cash management strategies using diverse cash investment and high-interest savings
  • Custody services through industry-leading partners to ensure safekeeping and servicing of assets
  • Global clearing and investment settlement through partners
  • Customizable suite of concierge services tailored to your family dynamic

Since our earliest years in the business, Oxford has nurtured a culture of innovation. We dedicate countless hours expanding on relationships that can help us provide the best investment solutions to meet our clients’ needs, and to completing extensive due diligence to identify the most compelling opportunities.

We draw on specialized expertise from across the industry, enlisting a team of partners to help us deliver a diverse array of products. Our independence allows us to work with leading firms, using our size and scale to negotiate lower fees and secure the most attractive lending rates. We have the flexibility to work with small regional banks or to enlist the support of larger, institutional organizations depending on the specific needs of a client.

Each of these Private Wealth Services solutions comes with the robust execution and the personal client service that has been the hallmark of Oxford’s approach for nearly 40 years. We ensure a seamless, individualized approach and the support our clients need to achieve a successful outcome.

“The price of greatness is responsibility.”
~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.