Oxford Financial Group has appointed Jason M. Gust, CPA, MST, as Managing Director and Family Office Fellow in its Grand Rapids, Michigan office. The leadership appointment expands the independent registered investment advisor’s (RIA) capabilities in serving ultra-high-net-worth families, business owners, and multigenerational trusts as demand for integrated wealth management and family office services continues to grow.

Oxford Financial Group has expanded its executive leadership team with the appointment of Jason M. Gust as Managing Director and Family Office Fellow. Based in the firm’s Grand Rapids, Michigan office, Gust will focus on advising complex client families on tax planning, estate strategies, wealth preservation, and long-term capital management.

The appointment underscores Oxford Financial Group’s continued investment in the West Michigan market while strengthening its ability to deliver comprehensive family office services to high-net-worth and ultra-high-net-worth clients navigating increasingly sophisticated financial and succession planning needs.

Gust brings extensive experience from single-family office environments, where he has managed integrated financial operations spanning tax strategy, treasury management, trust administration, insurance planning, and wealth governance.

What the Appointment Means

As Managing Director and Family Office Fellow, Gust will oversee strategic financial planning for some of Oxford’s most complex client relationships. His responsibilities include coordinating tax-efficient wealth transfer strategies, estate planning, asset protection, liquidity planning, and philanthropic initiatives.

Family offices have evolved beyond traditional investment management, increasingly acting as centralized advisory organizations that coordinate legal, tax, accounting, investment, and governance services for wealthy families across multiple generations.

By expanding its leadership team, Oxford aims to enhance the level of coordination available to clients managing diversified business interests, trusts, private investments, and generational wealth transitions.

Extensive Family Office Experience

Before joining Oxford Financial Group, Gust served as Director of Finance at VA Enterprises LLC, a single-family office based in Grand Rapids, where he led tax strategy, treasury operations, and wealth management activities.

Earlier in his career, he worked as Controller at Buttonwood Capital Management LLC, overseeing accounting and compliance across complex multi-entity family structures. He also built his technical tax expertise during public accounting roles at Plante Moran PLLC and Crowe LLP, specializing in flow-through entities and real estate taxation.

Gust holds a Bachelor of Science in Business Administration and Accounting from Aquinas College and a Master of Science in Taxation from Grand Valley State University. He is also a Certified Public Accountant (CPA).

Growing Demand for Family Office Services

The appointment comes as wealth management firms continue expanding their family office offerings in response to rising demand from entrepreneurs, business owners, and multigenerational families seeking integrated financial advice.

Rather than working with separate tax advisors, investment managers, attorneys, and trustees, many affluent families are adopting centralized advisory models that improve coordination across financial planning disciplines.

According to McKinsey & Company, global wealth continues to increase, driving greater demand for specialized advisory services that integrate investment management, estate planning, tax optimization, and governance. PwC has also noted that family offices are increasingly investing in technology, operational efficiency, and specialized talent to address the growing complexity of wealth management.

Industry Perspective

Independent registered investment advisors (RIAs) continue to compete by expanding specialized advisory capabilities instead of relying solely on investment performance. Areas such as tax planning, succession strategies, trust administration, and philanthropic planning have become important differentiators for firms serving ultra-high-net-worth clients.

Technology is also reshaping wealth management. Platforms powered by Microsoft, Google, Salesforce, Adobe, and Amazon cloud technologies increasingly support client reporting, portfolio analytics, document management, and digital collaboration. However, strategic guidance on complex family governance, estate planning, and intergenerational wealth transfer remains highly relationship-driven.

Oxford Financial Group’s appointment of Jason Gust reflects the broader trend of strengthening advisory expertise as wealth management firms build comprehensive family office capabilities to meet evolving client expectations.

Top Insights

  • Oxford Financial Group has appointed Jason Gust as Managing Director and Family Office Fellow to expand advisory services for ultra-high-net-worth families.
  • Gust brings experience from single-family offices and public accounting, with expertise in tax strategy, treasury operations, and wealth preservation.
  • The appointment strengthens Oxford’s presence in West Michigan and enhances its ability to coordinate complex multigenerational financial planning.
  • Family office services continue evolving as affluent families seek integrated solutions covering investments, estate planning, trusts, and philanthropy.
  • Wealth management firms are increasingly combining specialized advisory expertise with digital technologies to improve client service and operational efficiency.

Have a story or business inquiry?Contact our FinTechEdition team today.