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BOELTE O'HARA WEALTH MANAGEMENT
Founded in the early 2010s, BOELTE O'HARA WEALTH MANAGEMENT operates as an RIA registered in Ohio.
BOELTE O'HARA WEALTH MANAGEMENT
Founded in the early 2010s, BOELTE O'HARA WEALTH MANAGEMENT operates as an RIA registered in Ohio. The firm's client base is concentrated among family-controlled enterprises in the Midwest. The firm's investment approach is rooted in tax-aware portfolio construction, with a focus on municipal bond ladders, alternative asset allocations including private real estate and direct energy partnerships, and concentrated equity positions held through family-controlled entities. Clients typically maintain direct ownership of operating businesses alongside liquid portfolios. BOELTE O'HARA maintains a lean professional team and does not publicly disclose AUM or headcount. The firm's operational footprint is limited to the Cincinnati metropolitan area. A distinguishing structural feature of BOELTE O'HARA is its use of multi-generational trust structures for capital transfer — the firm's advisory model is organized around the tax and governance needs of family-controlled wealth rather than institutional asset aggregation.
General information
Firm type
Multi Family Office
Year founded
2010
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Cincinnati
Corporate office
Cincinnati, OH, United States
Principals
Michael E. O'Hara
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at BOELTE O'HARA WEALTH MANAGEMENT?
Michael E. O'Hara serves as Managing Partner and directs the firm's overall strategy. The firm does not publicly disclose a dedicated CIO role separate from its managing partners.
How does BOELTE O'HARA source proprietary deal flow?
The firm's deal flow originates from long-standing relationships with Midwest-based family enterprises and their legal/tax advisors. Direct investments in private real estate and energy partnerships are sourced through these networks rather than through competitive auctions.
Is BOELTE O'HARA structured as a single family office or does it operate more like a wealth management firm?
The firm is an RIA serving multiple families, making it a multi-family office. It is registered with the SEC as an investment adviser and operates under a fiduciary standard.
What investment stages does BOELTE O'HARA typically target?
The firm focuses on liquid asset allocations through separately managed accounts, not venture-stage or growth-equity direct investing. Its alternative allocations involve direct ownership of private real estate and energy partnerships rather than fund commitments.
Where does the underlying wealth come from?
The firm serves multiple ultra-high-net-worth families, but the specific origin of the underlying wealth — whether from operating businesses, inheritance, or investment gains — is not publicly disclosed.
Does BOELTE O'HARA maintain philanthropic structures?
The firm advises clients on donor-advised funds and private foundation structures, but does not operate its own philanthropic foundation. Philanthropic planning is part of its estate-planning advisory practice.
What is BOELTE O'HARA's known posture on co-investments alongside external GPs?
The firm does not publicly report co-investment activity. Its alternative allocations are structured as direct ownership positions rather than through external GP partnerships.
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