Family Offices
Helping you steward your wealth with purpose
Your earthly treasure should be a source of blessing to the people who matter most. When families unite around shared values that guide the way they steward their wealth, they maximize their impact in two significant ways.
First, they facilitate multi-generational legacies that advance an intentional mission and support healthy family relationships. Second, they elevate businesses and organizations that make a positive difference in the world.
OneAscent offers comprehensive solutions that align your resources with your values, support your family across generations, and simplify complexity so you can focus on your family and your impact.
First, they facilitate multi-generational legacies that advance an intentional mission and support healthy family relationships. Second, they elevate businesses and organizations that make a positive difference in the world.
OneAscent offers comprehensive solutions that align your resources with your values, support your family across generations, and simplify complexity so you can focus on your family and your impact.
What is your family’s mission?
If you were to envision your family a century from today, what characteristics, decisions, and values do you hope would define them?
Through a values-aligned family office, your family can create a purposeful—not just financial—legacy that will advance a lasting mission.
The OneAscent team is here to guide your family to alignment around your goals; draft mission, vision, and values statements; and then offer the resources and services you need to move toward them.
Through a values-aligned family office, your family can create a purposeful—not just financial—legacy that will advance a lasting mission.
The OneAscent team is here to guide your family to alignment around your goals; draft mission, vision, and values statements; and then offer the resources and services you need to move toward them.
Our mission is to support yours
We are here to work toward safeguarding and enhancing the wealth of the families we serve. Our goal is to simplify complexity and deliver a holistic, values-aligned approach to managing your wealth, philanthropy, legacy, and lasting family impact.
We serve as your lead advisor and strategic quarterback, integrating investment management, strategic financial planning, multigenerational guidance, and administrative support.
We serve as your lead advisor and strategic quarterback, integrating investment management, strategic financial planning, multigenerational guidance, and administrative support.
A complete and elegant solution for your family’s needs
At OneAscent, our family offices offer a comprehensive strategy for multigenerational stewardship. Each intentional service that makes up our solution, Stewardship 360, supports your objectives and uplifts your values.
Your family office unifying Planning, Investing, and Giving.
Planning
Utilize your five types of capital for the greatest impact.
Spiritual
Financial
Intellectual
Physical
Relational
Together, we will develop a robust family office strategy. We’ll provide the structure your family needs to direct each type of capital toward achieving your goals and fulfilling your family’s mission.
Income Planning
We'll manage cash flows to foster a stable and sutainable income stream.
Tax Planning
We incorporate tax efficiency and minimization strategies with the goal to preserve assets and minimize liabilities within legal bounds.
Retirement Planning
We're commited to ensuring that your vision for the future is woven into a comprehensive retirement plan that enables you to thrive in your golden years.
Estate planning
We specialize in assessing your estate plan's alignment with your desires and empower you to communicate with the people it affects.
Risk Management
We identify potential risks across the board and implement plans to protect and preserve your wealth.
Asset Protection
Your peace of mind is our priority. We implement time-honored strategies for asset protection.
Wealth Enhacement
Our seasoned team will provide advice to grow and maximize your assets over time.
Family Governance
We establish clear structures and policies for decision-making, facilitating effective communication and ensuring alignment of values and goals across generations.
Insurance Consulting
We provide careful insurance consulting to help secure coverage amidst life's uncertainties.
Investing
How you invest builds a firm foundation for both the current generation and generations to come.
Your outsourced chief investment officer (OCIO) delivers oversight and management, optimizing your financial resources. Leveraging industry-leading services from firms like Callan and Hamilton Lane, we develop strategies to grow and preserve your resources for sustained impact.
Our unique approach, Values-Aligned Investing, ensures that every option in your portfolio supports your values. Your OCIO guides you toward your financial goals while deploying resources into businesses whose products and practices bless others and the planet.
Our unique approach, Values-Aligned Investing, ensures that every option in your portfolio supports your values. Your OCIO guides you toward your financial goals while deploying resources into businesses whose products and practices bless others and the planet.
Eliminate businesses that cause harm
Evaluate options that align with your values
Elevate businesses that bless all people and all places
Giving
Transcend traditional charity.
We work closely with you to identify your passions and connect you with high-caliber organizations making an active difference in the world.
Then, we help you select, establish, and manage the right charitable giving vehicle for your situation. This may be a donor-advised fund, a foundation, or a charitable trust.
Then, we help you select, establish, and manage the right charitable giving vehicle for your situation. This may be a donor-advised fund, a foundation, or a charitable trust.
Stewardship 360
Comprehensive solutions for faith-based impact
Stewardship 360 offers comprehensive solutions for faith-based impact. Our in-depth discovery process and gap analysis lead to customized strategies and offerings tailored to your family needs, values, and goals.
Are you just passing down your wealth, or are you also passing down your worldview and God-given purpose?
