Private Clients &
Family Offices
At OneWell, we serve individuals and families who view wealth as more than capital. Whether navigating a major liquidity event, managing multigenerational assets, or building a family office, our clients choose us for investment excellence, holistic tax and estate support, and deep alignment with their values.
We combine the discipline of an institutional CIO with the discretion and responsiveness of a trusted private advisor. We operate solely in your best interest, free from conflicts.
Our approach adapts as your life evolves. From planning to execution, we deliver thoughtful, durable strategies for each chapter of your financial journey.
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Custom asset allocation, portfolio construction, and liquidity planning tailored to your goals and values, with embedded risk management across every layer.
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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
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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.
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Collaborative planning alongside your estate attorney, CPA, and trust advisors, including multi generational wealth transfer, philanthropic vehicles, and values-based family governance and education.
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From foundations to donor-advised funds, we help structure giving platforms that reflect your values and enable sustained impact
Partner Spotlight: SoCal-Based Family Foundation
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.”