One Wealth Planning

The firm is built around the needs of technology executives and founders in the Seattle-Bellevue corridor, many of whom hold concentrated equity positions in a single employer — most commonly Microsoft or Amazon. These clients typically require guidance on Rule 10b5-1 trading plans, exchange-fund eligibility, and diversification sequencing following a liquidity event. The firm's Bellevue location reflects a deliberate strategy to be physically accessible to this demographic.

One Wealth Planning does not operate a proprietary direct-investment team. Instead, it sources private-market exposure through relationships with regional fund managers, national private-credit platforms, and real estate operating partners. Clients gain access to venture, private credit, and real estate primarily through pooled vehicles and structured co-investment opportunities, with sourcing weighted toward managers known to the firm's Pacific Northwest network.

One Wealth Planning operates as a multi-family office, serving multiple unrelated families under a shared advisory platform. The firm is registered as an investment advisor and provides wealth-management, tax-coordination, and estate-planning services to a client base drawn largely from the regional technology sector.

The firm facilitates co-investment opportunities on a case-by-case basis, relying on manager relationships rather than a dedicated co-investment sourcing function. These opportunities are typically presented by the same local and national managers with whom the firm already has fund-commitment relationships. The firm's role is to evaluate and coordinate, not to originate co-investment deal flow independently.

The firm coordinates charitable-giving structures including donor-advised funds, charitable remainder trusts, and private-foundation administration. Philanthropic services are integrated with broader estate and tax planning, and the firm convenes external trust-and-estate counsel for document drafting and foundation compliance work.

Public records do not detail a formal investment committee, and the firm has not disclosed the decision-making hierarchy publicly. For a boutique multi-family office of this scale, investment decisions typically rest with senior advisors coordinating manager due diligence and asset-allocation recommendations on a client-by-client basis rather than through a centralized CIO-led committee.

There is no public disclosure of formal club-deal participation or membership in peer networks such as Tiger 21, R360, or YPO. The firm's private-market sourcing appears to rely on bilateral manager relationships and regional networks rather than structured co-investor clubs.