OneAscent Family Office
Overview
OneAscent Family Office is a family office providing comprehensive wealth management solutions aligned with Christian values. They offer a range of services, including investment management, strategic financial planning, multigenerational guidance, and administrative support, all designed to help families steward their wealth with purpose. Their approach integrates faith-aligned guidance, investments, and giving to create a lasting impact across generations. The firm focuses on aligning clients' financial strategies with their biblical convictions, offering services such as income planning, tax planning, retirement planning, estate planning, risk management, asset protection, wealth enhancement, family governance, and insurance consulting. They also provide values-aligned investing, ensuring that clients' portfolios support their values and invest in businesses that bless all people and places. OneAscent Family Office is headquartered in Birmingham, Alabama, and serves clients through office locations across the United States. They are committed to empowering families to live, give, and invest well to impact generations for the glory of God. Their mission is to provide families with the services and knowledge to protect and enhance wealth, pursue stewardship, foster generational security, and bolster Kingdom impact.
Investment Focus
- Alignment with Christian values
- Commitment to multigenerational stewardship
- Interest in values-aligned investing
Portfolio Companies
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Frequently asked questions about OneAscent Family Office
What sectors does OneAscent Family Office invest in?
OneAscent Family Office invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Alabama, United States. OneAscent Family Office is listed as a family office in the ConnectSafely investor database.
What stage does OneAscent Family Office invest at?
OneAscent Family Office backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does OneAscent Family Office invest in?
OneAscent Family Office invests across United States.
What companies has OneAscent Family Office invested in?
OneAscent Family Office's portfolio includes Home Depot, HCA Healthcare, Patriot Mobile, Samaritan's Purse, Compassion International, Focus on the Family, The King's University and Hobby Lobby.
Last updated · Source: ConnectSafely investor database
