Smarter Virtual Family Office Solutions in San Francisco
Protect, grow, and transfer your wealth with trusted San Francisco–based virtual family office solutions. Our advisors deliver customized wealth strategies designed for professionals and families, simplifying complexity, reducing costs, and preserving your legacy for generations.
Our Virtual Family Office Services in San Francisco
Comprehensive, flexible, and confidential solutions designed to protect, manage, and grow your family’s wealth.
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Wealth & Investment Oversight
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Estate & Legacy Planning
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Tax Planning & Compliance
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Administrative Support & Reporting
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Tailored & Scalable Plans
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Philanthropy & Charitable Giving
Who Benefits From a Virtual Family Office in San Francisco
From entrepreneurs to multi-generational families, a virtual family office in San Francisco delivers the expertise to manage wealth, safeguard assets, and create lasting financial success. Our advisors understand the unique challenges of affluent families in San Francisco and the broader Bay Area, offering strategies designed to provide clarity, efficiency, and peace of mind.
High-Net-Worth Families: Streamline complex wealth management with tailored investment oversight, risk management, and estate planning.
Entrepreneurs & Business Owners: Focus on growing your ventures in San Francisco’s dynamic economy while we coordinate your personal financial legacy.
Multi-Generational Families: Protect assets and support the smooth transfer of wealth across children, grandchildren, and future heirs.
Philanthropic Families: Align charitable giving with your family’s values while maximizing both community impact and available tax benefits.
Your Path to a Virtual Family Office in San Francisco
From the first conversation to ongoing guidance, we make it simple for San Francisco families to establish and manage a trusted virtual family office. Our clear step-by-step process ensures transparency, security, and long-term financial confidence.
Initial Consultation – Discuss your family’s goals, current wealth picture, and priorities to build a clear foundation.
Customized Strategy – We design a customized plan that brings together investments, tax planning, estate coordination, and administrative needs.
Seamless Onboarding – Our team integrates services smoothly while maintaining full confidentiality and minimizing disruption.
Ongoing Management & Reviews – We provide continuous monitoring, adapting strategies as your family’s needs and circumstances evolve.
Why Choose One Advisory Partners
At ONE Advisory Partners, we put your interests first. As a fiduciary and fee-only firm, we provide unbiased and transparent financial advice tailored to your unique situation. Every client deserves a personalized approach that reflects their goals and values and our mission is to deliver clarity and confidence at every stage of your financial journey.
Our distinctive flat-fee structure means our guidance is free from commissions and sales pressures. With a dedicated team focused on education, empowerment, and measurable value, we stand by you through every phase of your financial life.We specialize in helping busy professionals and families transition successfully from career to retirement. By offering comprehensive, personalized planning, we ensure long-term success built on clarity, trust, and expert collaboration.
Client Testimonials / Success Stories
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“I’ve been working with Jon for the last year or so. He has helped my wife and me get our financial house in order and determine where we stand for retirement. He’s recommended people to help with estate planning, is helping us invest more wisely, has provided great advice regarding the difficult decisions to purchase additional life insurance and long-term care insurance, and has already helped us reduce our tax burden significantly. I’ve referred multiple people to him and will continue to do so. My only regret is that I did not hire him years earlier.”
Relationship to Financial Advisor: Client as of Apr 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest. -
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"My wife and I have first met Ron Sanders nearly 15 years ago. He and his company have managed our retirement assets since that time. We have always been impressed with the service received and the financial performance achieved."
Relationship to Financial Advisor:Client as of Jun 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest. -
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“Dan Miller has helped us a lot to navigate our finances. His experience has made a big difference in helping us understand money management. We trust the way that he manages our investments. He has always provided answers to our questions and has given us much needed guidance with major money decisions. Dan is professional but yet very friendly and approachable. We have recommended him in the past and wouldn't hesitate to do so in the future.”
Relationship to Financial Advisor: Client as of Apr 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interes
Meet Your Retirement Advisors
At ONE Advisory Partners, our mission is to bring clarity and confidence to your journey from career success into a fulfilling retirement. Founded on the belief that every client deserves personalized attention and truly unbiased advice, we’ve dedicated our practice to helping successful professionals and families navigate one of life’s most important transitions—retirement.
Our Philosophy
Our founding principle is simple: put the client’s interests first, always. As a fiduciary and fee-only firm, we are committed to objectivity and transparency at every step. Our distinctive, predominately flat-fee structure means you receive advice that’s truly aligned with your goals, not driven by commissions or sales quotas. At ONE Advisory Partners, you’ll find a team passionate about education, empowerment, and delivering measurable value through every phase of your financial life.
FAQs
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Our San Francisco virtual family office combines investment oversight, tax and estate planning, risk management, and philanthropic guidance into one coordinated solution designed for affluent families.
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We work closely with your tax professionals and estate attorneys to integrate strategies that minimize liabilities, preserve assets, and ensure your legacy is transferred smoothly across generations.
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Absolutely. We use advanced security protocols and encrypted communication to ensure your information remains private and protected at all times.
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Yes. Many San Francisco families hold concentrated equity from tech companies. We design strategies to diversify holdings, manage tax exposure, and plan liquidity events effectively.
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Your virtual family office acts as the central hub, working seamlessly with your existing advisors. This ensures all aspects of wealth management—legal, tax, and investment—are fully aligned with your family’s goals.
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High-net-worth families benefit from consolidated oversight, proactive planning, and access to expertise that simplifies decision-making in today’s complex financial environment.
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Our approach evolves with you. Whether your family is growing, expanding business ventures, or increasing philanthropic activity, strategies are continuously reviewed and adapted.
Secure Your Virtual Family Office in San Francisco Today
Simplify wealth management with tailored strategies for investments, estate planning, and long-term financial security.
