Private Client
Private Client Wealth Management & Family Office Services
Coordination for Complex Wealth.
Built to Operate, Not Just Advise.
We help business owners, executives, and families with significant wealth coordinate, execute, and manage the complexity of their financial lives across investments, taxes, estate structures, and business interests.
A Multi-Family Office & Wealth Advisory Platform
OneDigital Private Client serves as a central hub across your financial life, helping coordinate:
- Investment strategy
- Tax planning and compliance*
- Estate and generational planning*
- Business and liquidity strategy
- Risk and insurance structures
This coordinated approach helps keep financial decisions connected and implementation clear.
Designed for complexity:
- $5M–$25M+ → Integrated Wealth & Planning
- $25M–$50M+ → Advanced Coordination
- $50M+ → Family Office Structure
Best suited for business owners, executives, multigenerational families, and individuals managing liquidity events or complex financial structures.
The Private Client Platform
Centralized coordination across financial structures and advisors.
- Cash flow oversight, financial reporting, and entity-level tracking and support
- Bill pay, financial administration and coordination
- Multi-entity (trusts, estates, LLCs) visibility
- Advisor coordination (legal, tax, insurance, investment)
Where business decisions and personal wealth intersect.
- Exit and liquidity planning
- Capital structure and ownership strategy
- Deal readiness, valuation, and transaction coordination
- Alignment of business and personal financial outcomes
Designed for complex compensation and career transitions.
- Equity compensation strategy (RSUs, ISOs, NSOs)
- Concentrated stock diversification
- Deferred compensation and tax sequencing
- Career transition and leadership exit planning
Institutional-grade portfolio construction integrated into planning.
- Public and private market exposure
- Alternative investments and manager access
- Tax-aware portfolio construction
- Liquidity-aware allocation design
Our Round Table Model
We act as your central decision-making hub—not another siloed advisor.
1. Discovery & Balance Sheet Mapping
We build a full picture of your assets, entities, liabilities, and financial structures.
2. Strategy Integration
We align tax, estate, investment, and business strategies into one coordinated plan.
3. Execution Coordination
We coordinate implementation across your advisors and financial structures.
4. Ongoing Oversight
We provide ongoing monitoring, reporting, and adjustments as your needs and financial complexity evolve.
Institutional Capability. Personal Relationship.
$90B+
retirement assets under advisementInstitutional
investment research and accessDeep experience
across executive benefits and business ownershipAbility to engage
before complexity peaks (not just after)Meet the Private Client Team
SUCCESSION PLANNING
Shape Your Business, Family, and Legacy with Strategic Succession Planning
Plan ahead to maximize value, protect your family, and ensure a smooth business transition.
Connect with the OneDigital Team of Advisors
* OneDigital Investment Advisors LLC and their associates are not estate planners and cannot provide tax or legal advice. We will consult with you and your estate-planning attorney or qualified tax advisor for specific advice regarding your situation.
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.