your wealth grow and multiply.
Holistic approach.
Focused effort.
What we doWho we serve
At OneWelth, our services are crafted to address the complex financial needs of high-net-worth individuals and multigenerational families across the globe. Our expertise spans various industries and professions, ensuring that we provide tailored solutions to meet the diverse goals of our clients.
We help entrepreneurs and founders maximize the value of their efforts by providing strategic advice, and investment management. Our services are designed to support the growth and sustainability of their ventures while ensuring their personal wealth is effectively managed and protected.
Leaders in private equity, hedge funds, and asset management trust OneWelth to manage their complex financial portfolios. We offer investment strategies and personalized guidance to help these professionals optimize their returns and manage risks effectively.
Our services cater to legal, accounting, and consulting experts who require tailored financial solutions. We understand the unique financial landscape of these professions and provide strategic advice, and wealth management services that align with their specific needs and goals.
Corporate executives rely on us to manage their assets and plan for retirement. We offer comprehensive financial planning and investment management that help executives navigate the complexities of their compensation packages and secure their financial future.
We assist athletes and entertainers in converting their earnings into lasting global wealth. Our services include investment management, and wealth preservation strategies that cater to the unique financial challenges and opportunities faced by these individuals.
Foundations & Endowments turn to OneWelth for our expertise in managing and growing their assets. We provide strategic investment advice, governance support, and financial planning to help these organizations achieve their philanthropic goals.
AboutUs
Our expertise lies in understanding and addressing the complex financial needs of high-net-worth individuals and multigenerational families. Whether you are an entrepreneur looking to maximize the value of your business, a financial industry professional managing extensive assets, or a corporate executive planning for retirement, OneWelth has the solutions designed specifically for you.
We provide a seamless wealth management experience by integrating global resources with local expertise. Our comprehensive services encompass everything from strategic asset allocation and active portfolio management to specialized consulting for Special Purpose Vehicles (SPVs) and family office services. Our goal is to protect, grow, and transition your wealth efficiently and effectively.
Meet our Team
At OneWelth, our team is composed of seasoned finance, legal, and investment professionals who bring extensive industry experience and a commitment to excellence. Our collaborative approach ensures that we provide proactive, tailored guidance to meet the unique needs of our clients.
OneWelth leverages a global network of experts to enhance our service offerings. Our collaboration with local and international teams allows us to integrate global insights with local expertise, providing you with a wealth management experience that is both comprehensive and highly personalized.