ONE Family Office Group works with wealthy families looking for greater transparency, efficiency and scalable wealth management solutions. We provide services customized to each family’s unique needs. ONE Family Office Group understands the complexities of multigenerational wealth, having extensive experience in all aspects of the stewardship process; from tax-efficient management to the appropriate family governance structure. ONE Family Office Group reduces the complexity of multigenerational wealth using streamlined planning, management, and execution. In working with existing professional relationships, we address additional client needs by matching specific needs with professional services through existing quality relationships. ONE Family Office Group Services: Investment Coordination: We provide state-of-the-art reporting and oversight of financial assets. We act as the internal investment committee or advice component of a family’s portfolio to help in the broader mandate of risk management, investment strategy and implementation recommendations. Fiduciary Services: We can provide qualified, professional and independent trustees, and an orderly family succession plan. Often an independent trustee, or other fiduciary, is needed to maintain family harmony, or to maximize tax rewards. Bill Paying: We help coordinate bill pay management ensuring all payments are made on time. Bookkeeping: We can organize and keep track of all the various details of a family’s financial accounts. Income Reconciliation: We efficiently monitor and calculate monthly incomes and expenditures to insure assets are being managed in a safe and productive manner. Income Tax Organization: We can compile all of the necessary information needed to provide a client’s tax advisors with everything they need to properly prepare tax returns. Insurance Oversight: We help review insurance policies and work with insurance agents and carriers to ensure clients are protected in the most cost-efficient and comprehensive way. Health Care Coordination: We can provide assistance in coordinating appropriate health care professionals for office and in-house services within a network of licensed medical professionals. Property Management: We provide assistance in managing routine or emergency needs in the maintenance of properties, such as house-keeping services and just about any other property maintenance provider. We often work with real estate agents to assist in property transactions.
Joseph Caballero – Executive Director, ONE Family Office Group, a division of One Capital Management, LLC
Joseph joined One Capital Management as Managing Director of ONE Family Office Group, a division of One Capital Management, LLC. Joseph works with families and provides customized services to each family’s unique needs. He understands the complexities of multigenerational wealth, having extensive experience in all aspects of stewardship. Previously, he was a Partner of Fiduciary Investment Council and served as its Chief Operating Officer. He was responsible for the management of services for client portfolios by working with the firm’s Investment Managers. Joseph was a Founding Partner at Perigon Wealth Management and before that a Senior Vice President at First Hawaiian Bank's investment management unit, Bishop Street Capital Management, where he managed private client relationships. Joseph was a Vice President and Client Manager at JP Morgan Private Bank (formerly Chase Manhattan Private Bank) where he helped manage approximately $1 Billion of private client portfolios. Joseph also served as an Investment Associate at Northern Trust Bank working with a senior portfolio management team overseeing $700 million in private client assets after starting his career as an analyst in the trust division of Santa Barbara Bank & Trust. A native of Santa Barbara, California, Joseph holds a B.A. from the University of California at Santa Barbara, and also did graduate study in Political Science at U.C. Santa Barbara..