Taxes

• Tax Planning
  Bart Francis is a Managing Director at Oxford Financial Group, Ltd. In this role, Bart brings his deep technical, business and experiential background in financial, estate, trust and tax planning to develop and monitor creative strategies for multi-generational families of significance to help them enhance and preserve their wealth.
• Charitable Giving
  At Oxford, Rick serves client families in the areas of wealth accumulation, multi-generational estate planning, business succession, charitable giving, investment strategy, risk mitigation and family governance and legacy strategies.
• Income Tax
  Information we receive from insurance companies, agencies, personal accountants and attorneys, such as insurance coverage, income taxes, estate affairs and family circumstances.

Investment

• Investment Management
  ™ designation from the Certified Financial Planner Board of Standards and also maintains the Certified Investment Management Analyst
• Mutual Funds
  Prior to joining Oxford, Kristina served as a Vice President and Regional Director for Goldman, Sachs & Co. There she mentored financial professionals, institutions and ultra-high-net-worth clients on the proper placement of specific Goldman Sachs solutions, including hedge funds, private equity, mutual funds and exchange traded funds (ETFs). She also served as a subject matter expert on their market views, proper asset allocation and risk budgeting. Prior to Goldman, Kristina spent several years at Fidelity Investments. She has dedicated her career to providing the best possible investment strategies, banking solutions and genuine care to her clients.
• Wealth Management
  For over 43 years, Oxford has provided independent financial and wealth management advice through personalized service and expert financial counseling to high-net-worth families and select institutions.

Accounting

• Accounting Services

Planning

• Financial Planning
  Tyler Rosser is a Managing Director with Oxford Financial Group, Ltd. In this role, Tyler provides highly customized financial planning solutions and Family Office Services to multigenerational families of significant worth, business owners and executives. Tyler works closely with clients to create and implement sophisticated and comprehensive financial, estate, trust and tax strategies that allow for the preservation and enhancement of wealth.
• Retirement Planning
  Before joining Oxford, Carl served as Senior Investment Analyst at the Indiana Public Retirement System. Carl led diligence on nearly $400 million of private equity commitments each year. He also led the planning and execution of the $32 billion defined benefit pension plan’s entry into private markets in Asia.
• Asset Management
  In order to alert our clients to other Oxford financial services, we may share information within the Oxford family of affiliated companies. This would include, for example, sharing information within Oxford to make clients aware of new asset management and trust services offered through Oxford’s trust company or affiliated investment advisers.
• Gifting Strategies
  Prior to joining Oxford, Kara spent over eight years in the tax department of Ernst & Young, LLP. While there, she worked with clients on estate and financial planning issues, reviewed complex income and gift tax returns and developed presentations related to a variety of estate and gifting strategies. Kara’s experience at Ernst & Young bolstered her knowledge of the gift, estate and tax technical skills she uses to provide Oxford’s clients with high‐level planning support.
• Asset Protection
  Your Oxford Managing Director orchestrates the work of Family Office specialists in diverse areas such as taxation and insurance, estate planning, philanthropy and asset protection.