Our Story

Ohana Advisors has been counseling a select group of ultra-high net worth families for over 20 years. We are a boutique firm that is diligent, curious and creative, with a penchant for independent thinking. Ohana helps families make informed decisions efficiently in all financial areas, including investments, estate and tax planning, next generation education and philanthropy. We initiate, coordinate and communicate. We are committed to supporting a long term, multi-generational focus to build strong families, working with more than 70% of our clients for more than 15 years.