Private Clients & Family Offices
Integrated
Wealth Strategy
Tax-Aware
Optimization
Private
Market Access
Legacy &
Estate
Structuring
Philanthropic
Advisory
Custom asset allocation, portfolio construction, and liquidity planning tailored to your goals and values, with embedded risk management across every layer.
Public and private market strategies designed to minimize tax drag and maximize after-tax returns, including asset location planning, gains harvesting, and efficient rebalancing across entities and generations.
Direct access to select private equity, venture capital, and real assets, with co-investment opportunities sourced through our network and a diligence process built for alignment and long-term outcomes.
Collaborative planning alongside your estate attorney, CPA, and trust advisors, including multi generational wealth transfer, philanthropic vehicles, and values-based family governance and education.
From foundations to donor-advised funds, we help structure giving platforms that reflect your values and enable sustained impact.
Partner Spotlight
From Vision to Legacy
Establishing a Purpose-Built Private Foundation. OneWell partnered with a multigenerational family to translate their philanthropic vision into an enduring structure.
“The OneWell team helped us think beyond capital. Their guidance on structuring our foundation, integrating it within our family office, and aligning everything with our long-term goals has been invaluable.”