What Makes Ohana Different?

Families First—our families are our only priority. With each family we continually ask:  what’s next? The Ohana team maintains a sense of urgency in both planning and operations. We help families deal with the complexity and administrative burdens that often come with significant wealth.

Investment Strategy—each family’s investments are structured around financial planning goals. As needed, we create separate allocations for parents, children and charitable entities. We utilize a large endowment investment model, seeking the best investment ideas and managers across all asset classes and geographic areas.

True Boutique—in fact, our families consider Ohana as their virtual private family office, coordinating and integrating across all financial matters. Each of our principals has deep experience in research, planning and problem solving.

Independent—the Ohana client and investment teams are involved in sourcing, due diligence and allocations; no middle men. Ohana has no affiliations with outside firms and is only paid by our family clients. 

Strive to Meet Our Families' Needs—our business model is serving our families. First and always. We are not looking to grow just to increase company value. Our growth strategy is focused on continuous improvement--scaling our capabilities and our team to meet our families’ needs.