Terrence M. LaBant

Chief Wealth Planning Officer & Family Office Fellow at Oxford Financial Group

Terrence LaBant serves as Chief Wealth Planning Officer at Oxford Financial Group, Ltd. since January 2022, overseeing Family Office Services and reporting directly to the CEO and Board of Directors. With extensive experience in wealth strategy and financial planning across various esteemed firms, Terrence held senior roles at RMB Capital, Calamos Wealth Management, Ostrow Reisin Berk & Abrams, and Fuchs & Roselli, Ltd., leading business development, tax strategy, and client services. A partner in several law firms throughout their career, Terrence's legal expertise is complemented by a Juris Doctor from Northwestern University Pritzker School of Law and a Bachelor of Arts in Political Science from John Carroll University, where Terrence graduated summa cum laude.

Location

Carmel, United States

Links


Org chart

No direct reports

Teams


Offices

This person is not in any offices


Oxford Financial Group

Oxford Financial Group, Ltd.™ is the premier multi-family office in the Midwest, and is one of the largest independent RIA firms in the country with oversight of approximately $23.7 billion in assets under advisement (which includes assets under management).


Industries

Employees

51-200

Links