Families

OneAscent Family Offices is your trusted partner and full-service resource, allowing you the freedom to focus on what matters most.

Your family is your most precious asset, but stewarding it is often your biggest challenge.

You handle multiple facets of financial planning and investing on your own. You interface with multiple advisors, projects, and points of contact, often receiving conflicting guidance and advice. There’s no single resource for you and your family, leaving you open to confusion, solicitation, and privacy issues.

Instead of spending time with your family and amplifying the ways you can impact the world around you, you’re juggling financial activities, administration, and contradictory voices. Your time isn’t focused on your highest and best use.

We are your family office.

We get to know you and your family, cultivating a deep understanding of your aspirations and values. Our skilled team empowers you to implement your vision across all facets of your life—be it financial strategies, legacy planning, philanthropic endeavors, and beyond.

We’re your trusted partner and full-service resource, allowing you the freedom to focus on what matters most. Together, we’ll actively collaborate to ensure your legacy is solidified and passed on for generations to come.

Planning

Enhance your wealth and amplify your legacy with a high-caliber suite of services.

Our bespoke approach begins with a thorough evaluation of your family’s five capitals: spiritual capital, financial capital, intellectual capital, physical capital, and relational capital. With a comprehensive goals and gaps analysis, we’ll identify which capitals need structures and processes to achieve successful stewardship. You’ll get crystal clear on your family’s mission, vision, and values.

We’ll then develop a robust family office structure and strategy tailored to your family’s unique needs.

Income Planning

We’ll manage cash flows to foster a stable and sustainable 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 committed 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 Enhancement

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.

We are dedicated to delivering unparalleled service and unwavering support as you pursue your financial legacy with clarity and purpose.

Investments

Manage your wealth in light of what matters most.

Your values inspire why you invest. They can also inspire how you invest. Our rigorous values-based investing process identifies companies that meet your investment objectives and do well by doing good.

Our goal is to empower your family to be a blessing through the resources that have been entrusted to you. To that end, we create an investment policy for your family that reflects your values and mission and is designed to accomplish your short-, medium-, and long-term goals. We help you invest to build a firm foundation for both the current generation and generations to come.

Our team regularly conducts manager due diligence, vetting talent across the industry to secure experienced oversight for your portfolio. Furthermore, our acumen extends into private markets. Through OneAscent Capital, we offer exclusive values-based opportunities for growth and diversification beyond traditional public markets.

Giving

Redefine your philanthropy to magnify your impact.

A good steward is a generous giver. Our commitment to strategic giving transcends traditional charitable efforts, leveraging our team’s knowledge to identify and support causes aligned with your values. We work closely with you to identify your passions and connect you with high-caliber organizations making an active difference in the world.

Through donor-advised funds, we offer flexibility and discretion, allowing you to shape the future of philanthropy while maximizing tax advantages. Our proprietary OneGive tool offers a low-fee giving account, simplified user experience, community funds, and faith-based investment portfolios.

We’re proud to partner with you in your giving journey.

Coaching

Get personalized guidance to nurture personal and professional growth across generations.

We provide personalized guidance and support to cultivate leadership acumen and foster self-awareness, empowering you to navigate complex challenges with confidence and clarity. Our experience in building relational capital ensures the cultivation of meaningful connections within your family and beyond, laying the foundation for enduring prosperity and harmony.

Our process is multi-generational. We help you educate every family member at the appropriate age what the processes are for investments, business, and more—and why things are done that way. We facilitate conversations and strategic planning to uphold your family’s values, manage wealth, and maximize impact for your children, grandchildren, and far beyond. Our heir preparation approach equips the next generation with the knowledge, skills, and values necessary to steward your legacy with integrity and purpose.

Additionally, our business continuity and succession planning services create plans that support smooth transitions of leadership and vision, helping to maintain your enterprises’ long-term success.

We stand poised to guide you on a journey of growth, connection, and legacy, giving you practical steps forward for your relationships and business activities.

Legacy

Pass on who you are, not just what you own.

A legacy is a family that stays united, connected, and well-functioning for generations to be stewards of God’s blessings and to bless the world they live in.

Legacy is holistic and interrelated with everything we do, providing your family with the clarity, alignment, and communication needed to effectively prepare the next generations. We’ve found that the families who successfully pass on their legacy do three things differently: intentionally build communication and trust, identify a common vision, and mentor and prepare the next generation.

We work alongside you create a comprehensive plan that passes on your values in five key areas: your personal legacy, your family legacy, your financial legacy, your business legacy, and your charitable legacy. Our team empowers you to establish relational empathy and understanding, increasing trust within your family and ensuring your mission, vision, and values endure.

Through spiritual, emotional, and financial preparation, we empower the next generation to steward both wealth and wisdom with integrity and purpose.