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
We construct diversified multi-asset class investment portfolios designed to manage risk and allow for long-term asset growth. We employ institutional quality due diligence and rigor and actively manage our portfolios through a combination of outside investment managers and direct investments.
+ Tax & Estate Planning
We work with attorneys, accountants, and other experts, along with our own experience, to design and implement estate and tax plans to efficiently pass wealth to future generations and philanthropic pursuits.
+ Family Office
We offer numerous services including bill payment, aircraft accounting, asset tracking, investment performance reporting, advice on insurance and financing options, and many others.
+ Philanthropy
We work in coordination with philanthropic experts and service providers to identify areas of interest and set goals. We use donor advised funds and foundations to invest charitable assets, and to coordinate funding, cash flows, and grants with the family’s overall financial plan and goals.
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
Our top priority is helping our client families meet their goals. We do everything in our power to make that happen.
INSTITUTIONAL
QUALITY
Our partners leverage their more than 65 years of institutional investment experience to create bespoke client portfolios.
INDEPENDENT AND
BOUTIQUE
Our independence means our advice is free of competing interests. Our size allows for dedicated, senior level support.
FOCUS ON WHAT
MATTERS
We take on investment, administrative, and other roles so clients can focus on their goals and what really matters to them.
OUR FAMILY
We have a longstanding, tight knit team dedicated to helping our client families achieve their goals.
