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The Oxford Group, Raymond James, and our clients. A strategic
partnership designed to help clients accumulate, preserve and transfer
wealth through a collaborative and strategic approach.
Not just wealth management. Non-discriminatory wealth management.
Our Private Wealth Management clients are selected based on the unique
financial needs of their families, as opposed to specific targets
for net worth. Many firms require Private Wealth Management relationships
to include only those families with a minimum net worth of $25,000,000
to $50,000,000, but not with
The Oxford Group of Raymond James & Associates.
We believe the decision to use sophisticated wealth management strategies
should be a collaborative decision between client and advisor.
As a result, we are capable of implementing strategies once only available
to the "ultra wealthy" for individuals and families who feel that
they require this type of service.
Our consultative approach to each relationship begins with understanding
your unique financial needs, including your goals and tolerance for
risk.
Each Private Wealth Management relationship includes a strategic focus
in the three core areas that define the progression of most investors'
financial lives: wealth accumulation, wealth conservation and wealth
transfer.
More focused initiatives include risk and investment management and
liquidity planning through alternative investments, charitable giving,
private banking and corporate executive services.
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