Ohana Advisors

Ohana Advisors is a boutique and independent multi-family office based in Hawaii, advising ultra-high net worth families on diverse investment opportunities and personal decisions for over 25 years. The firm offers a comprehensive suite of services, including investment strategy, tax and estate planning, family office services, and philanthropy. Their investment approach focuses on constructing diversified multi-asset class portfolios designed to manage risk and allow for long-term asset growth. They employ institutional-quality due diligence and actively manage portfolios through a combination of outside investment managers and direct investments. In tax and estate planning, Ohana Advisors collaborates with attorneys, accountants, and other experts to design and implement plans that efficiently pass wealth to future generations and philanthropic pursuits. Their family office services encompass bill payment, aircraft accounting, asset tracking, investment performance reporting, and advice on insurance and financing options. In philanthropy, they coordinate with experts and service providers to identify areas of interest and set goals, utilizing donor-advised funds and foundations to invest charitable assets and coordinate funding, cash flows, and grants with the family's overall financial plan and goals. With over 65 years of combined institutional investment experience, Ohana Advisors is committed to providing independent, trusted advice to families, helping them meet their ambitious personal and financial goals. Their independence ensures advice free of competing interests, and their boutique size allows for dedicated, senior-level support. By taking on investment, administrative, and other roles, they enable clients to focus on their goals and what truly matters to them.

Accredited investor status, Alignment with Ohana Advisors' investment philosophy and strategies, Commitment to long-term investment horizon, Willingness to engage in collaborative decision-making process