Boutique and independent multi-family office.
‘Ohana’ is the Hawaiian
word for family.
The meaning extends beyond one’s immediate home, to include relatives, friends, neighbors, and the community of people that you care about and that care about you. ‘Ohana’ informs all that we do for our families and team and community.
For over 25 years, Ohana has advised ultra-high net worth families on all aspects of their lives. We are trusted and deeply experienced investment managers conducting thorough diligence of diverse investment opportunities. We serve as confidants to families facing complex business, financial planning, and personal decisions. Our dedicated team oversees the myriad of administrative responsibilities that often come with significant wealth. Ohana’s extensive capabilities and suite of tailored services help our clients meet their ambitious personal and financial goals.
SERVICES
Our customized services are designed to help you achieve your personal and financial goals. We bring decades of experience to the management of your assets so you and your family have the security and freedom to pursue your passions.
+ Investment Strategy
+ Tax & Estate Planning
+ Family Office
+ Philanthropy
WHY OHANA
Ohana has been providing independent, trusted advice to families like yours for over 25 years. Our experience solving problems and managing through various market regimes gives our clients confidence and calm in all facets of their financial and personal circumstances.
Families
First
INSTITUTIONAL
QUALITY
INDEPENDENT AND
BOUTIQUE
FOCUS ON WHAT
MATTERS
OUR FAMILY
We have a longstanding, tight knit team dedicated to helping our client families achieve their goals.