THE ONE. FAMILY OFFICE. YOUR WEALTH. ONE STRUCTURE

Owner

Goods & Services

Software development; Providing temporary use of online non-downloadable computer software platforms for consolidating, organizing, managing, processing, analyzing, and visualizing financial and wealth management information, monitoring investments, investment portfolios, real estate holdings, and other assets, managing financial and corporate documents, visualizing corporate and fiduciary ownership structures, and coordinating administrative workflows relating to wealth management; Software as a service (SaaS) services featuring software for consolidating, organizing, managing, processing, analyzing, and visualizing financial and wealth management information, monitoring investments, investment portfolios, real estate holdings, and other assets, managing financial and corporate documents, visualizing corporate and fiduciary ownership structures, and coordinating administrative workflows relating to wealth management.

Business management services; Business administration consulting services; Accounting services

Financial advice; Wealth management; Capital investment services; Insurance brokerage services; Real estate brokerage services; Real estate management

Downloadable computer software for consolidating, organizing, managing, processing, analyzing, and visualizing financial and wealth management information.