Investment Solutions
Distinctive access to public and private markets, designed to elevate outcomes.
What you can access
Private Equity
Backing talented entrepreneurs and management teams building high-quality, durable businesses in traditional industries, through standalone companies and fund structures alike. Sourced through the OneWell ecosystem and our proprietary professional networks. Chosen for their ability to compound over the long term.
Venture & Growth
Access to category-defining companies and exceptional founders through leading venture programs, emerging specialists, and direct positions. Highly curated portfolios, sourced through the OneWell ecosystem and built with an exacting level of rigor.
Public Equity
Access to exceptional public market investors, from established industry-leading firms to top-tier talent launching new ventures, each with deep expertise in specific areas where market inefficiencies exist. Rather than tracking the market, these strategies are chosen for their ability to consistently beat it, taking advantage of dislocations to generate outperformance.
Tax-Advantaged Strategies
Strategies that reduce tax across a range of scenarios, from a major liquidity event to diversifying out of a single concentrated stock. Systematic tax loss harvesting programs, tax-aware diversification strategies, and selected real estate opportunities that pair high-quality assets with unique tax advantages.
Direct Deals
Direct access to prominent growth companies and pre-IPO companies, sourced through the OneWell ecosystem and our proprietary professional networks.
How we invest
Alignment first. Transparent roles, transparent fees, no hidden economics.
Manager selection is the edge. We underwrite incentives, repeatability, downside protection, and evidence of value creation.
Values integrated by design. Every investment is reviewed against our framework before capital is committed.
Transparent oversight with manager monitoring, capital call forecasting, and decision-ready reporting.
Who it is for
Family offices building multi-asset-class portfolios for long-term compounding, with institutional discipline.
Endowments, foundations, strategic partners, and other institutions seeking risk-adjusted, long-term growth that supports their spending policy with resilience.