FOR FAMILIES WITH SIGNIFICANT WEALTH
Family Office Services
Holistic, boutique support from a dedicated team that brings coordination and clarity to the complexities of family wealth.
Helping Families Grow, Protect, and Transfer What Matters Most.
We serve as the central hub for your legal, tax, investment, insurance, and other trusted advisors, helping ensuring alignment across all areas of your financial life. Our collaborative round table model brings specialists together to coordinate decisions, streamline communication, and support a cohesive, strategic approach.
As wealth grows, so does the need for advanced planning. We help bring structure and clarity to your financial life by unifying cash flow oversight, reporting, entity coordination, and advisory support into one integrated framework. Our team coordinates bill pay, insurance reviews, tax insights, and estate planning to help ensure every element of your financial world—across individuals, trusts, estates, and closely held entities—remains connected and intentional.
Beyond day-to-day management, we focus on the deeper strategic needs that come with significant wealth, including multigenerational planning, wealth transfer strategies, philanthropic design, risk considerations, and scenario modeling. The goal is a coordinated, future-ready financial environment that supports informed decision-making to keep your wealth aligned with your long-term goals and family vision.
Protecting wealth is just as important as growing it. We take a proactive, multi-disciplinary approach—considering liability exposure, income and estate tax implications, insurance needs, and other potential vulnerabilities before they become challenges. Our team revisits your coverage and risk strategies regularly, helping to ensure your protection evolves with your life, goals and the growing complexity of your financial world.
A purposeful wealth transfer strategy protects more than assets — it preserves the values, intent, and long-term vision that define your family. We collaborate with you to integrate estate, tax, and philanthropic planning strategies while preparing future generations for thoughtful stewardship. Through inheritance planning, business succession, governance structures, and financial education, we help families build clarity, reduce uncertainty, and create a seamless transition of wealth that preserves and advances your legacy.
Family governance shapes how decisions are made, how values are carried forward, and how relationships evolve across generations. We help families create frameworks—councils, charters, mission statements—and facilitate meaningful dialogue that fosters clarity, cohesion, and shared purpose. Beyond structure, we seek to serve as your trusted advocates — supporting heir preparation, navigating complex family dynamics, and aligning philanthropic or business priorities. With thoughtful guidance and proactive support, we help your family preserve harmony, strengthen unity, and steward its legacy over time.
Our Scale and Experience
20+ Years
Average years of experience for our family office advisors*Family Office Advisors with OneDigital Investment Advisors LLC as of 1/26/2026.
$14 Billion
In Assets Under Management (AUM)*Wealth assets under management by OneDigital Investment Advisors LLC as of 9/30/2025.
Connect with the OneDigital Team of Advisors
Family Office Questions
Clear answers to common questions that arise when managing complex family wealth—from coordination and governance to legacy planning and integrated financial strategy.
For families with complex financial lives, a family office simplifies decision-making through a centralized, cohesive model of support. A multidisciplinary team coordinates investment oversight, tax and estate strategy, risk management, philanthropy, and administrative needs—helping steward wealth across generations while ensuring family values and purpose are carried forward.
Family offices can offer proactive, highly personalized tax planning that aligns with the family’s complete financial picture and opens the door to tax-saving opportunities. With visibility into investments, trusts, business entities, and long-term goals, a family office can design tax-efficient strategies—including optimized investment structures, thoughtful trust and estate planning, and entity choices that can potentially reduce unnecessary liabilities.
A key advantage of our model is the connection between planning and execution. Our in-house tax professionals have deep experience preparing and filing complex returns for affluent families, executives, and closely held businesses. This integrated approach helps ensure strategies are implemented correctly, filings are accurate and timely, and your family remains compliant as tax laws evolve.
A Family Office may be the right fit if you’re managing a complex financial life and want a coordinated, long-term approach to wealth, estate, and legacy planning needs. Family Offices unify investment oversight, tax and estate strategies, philanthropic planning, and day-to-day financial coordination through one integrated team—supporting both current needs and multigenerational goals.
You may benefit from a Family Office if you:
- Manage multigenerational wealth, including multiple family members, entities, estates, or trusts
- Want to preserve and transfer your legacy—ensuring your family’s values, vision, and assets endure across generations
- Need centralized coordination across advisors, accounts, planning strategies, and governance structures
- Require specialized expertise in tax strategy, estate structuring, family governance, or philanthropic design
- Are navigating significant financial or life events, such as succession planning, business transitions, or major charitable initiatives
Corporate Advisory and/or Tax services offered by Digital Insurance LLC ("OneDigital"). Investment advisory services offered through OneDigital Investment Advisors LLC ("ODIA"), an affiliate of Digital Insurance LLC.. Securities offered through M Holdings Securities, Inc. (“M Securities”), a registered broker/dealer, member FINRA/SIPC. Insurance products offered by KJAC Partners LLC d/b/a KB Financial Partners (NPN# 16530783). OneDigital, M Securities and KJAC Partners LLC are independent and unaffiliated Entities.
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://brokercheck.finra.org/firm/summary/43285.