Our clients don’t come to us for the basics—they come because their lives, assets, and ambitions demand more. At One Wealth, we serve individuals and families who move across multiple properties, businesses, and opportunities, where every decision carries weight. From investment bankers and corporate executives to professional athletes and entrepreneurs, our role is to simplify complexity, align strategy with purpose, and ensure wealth serves not just today but generations ahead.
The landscape for affluent families is increasingly intricate. Major global surveys show that high-net-worth portfolios are multi-asset by default—on average, spread across equities, fixed income, real estate, alternatives, and cash (e.g., equities ~21%, fixed income ~20%, real estate ~19%, alternatives ~15%, cash ~25%)*. At the same time, coordination matters: among wealthy Americans, about two-thirds work with multiple professionals—typically a financial professional, an attorney, and an accountant. In short, wealth at this level thrives on coordination, not fragmentation.
That’s where we come in. Steve Dark sits as a crucial voice at your table of trusted professionals—not to replace, but to orchestrate. While your attorney safeguards the legal framework and your accountant tracks the numbers, One wealth ensures the strategy connects across every domain. We are there to protect what you’ve built, grow it with foresight, and make certain your legacy remains intact. Ask us how we achieve this.
*Capgemini – World Wealth Report 2024: HNWI asset-allocation mix (cash ~25%, equities ~21%, fixed income ~20%, real estate ~19%, alts ~15%). See p. 11–12. Capgemini
*Bank of America – 2024 Study of Wealthy Americans: “Multiple advisors” usage among wealthy Americans (67% work with multiple advisors). See p. 33. Merrill Lynch
