The new tax law signed at the end of 2017 has been nothing short of a financial windfall for clients. Planning needs for families that fall below the $22M threshold of the new joint spouse lifetime exemptions have greatly diminished. For the majority of our clients who are well above the $22M, it has generated a renewed focus on their families, their usage of the new/larger lifetime exemption, more charitable giving and a desire for some of the most sophisticated estate planning with Oxford and their other advisors that we have witnessed in 10 years. As a result, 2018 proved to be the busiest year yet for Oxford’s Family Office Services, with no immediate end in sight—barring any unforeseen tax changes or geopolitical events.

The values, expertise and unwavering focus of Oxford’s team of men and women gives us great confidence that we are well-positioned to meet your wealth management objectives for many years to come. From the start, our vision at Oxford has been highly focused: we strive to be the financial advisor of choice for entrepreneurial, growth-oriented families and institutions. At the end of the day, we are united by a singular goal—your success.

Our best wishes for a happy, healthy and prosperous 2019.

Oxford Financial Group Annual Report - 2019