Ohana Advisors

Ohana Advisors, established in 1993 and based in San Rafael, CA, is a boutique firm specializing in providing comprehensive family office and financial services to ultra-high net worth clientele. The firm offers tailored family office services, investment advisory, and wealth management strategies with a focus on individual client needs. Ohana emphasizes personalized service and long-term relationships, with most clients staying for over ten years. The firm's investment philosophy is based on an integrated approach to wealth management, incorporating estate planning, investment return analysis, and income tax optimization. Ohana offers a range of investment options, including cash equivalents, fixed income, equities, alternatives, real assets, and private equity. Clients have the option for discretionary or non-discretionary investment management, with detailed procedures in place for both scenarios. Ohana does not charge performance-based fees and does not engage in side-by-side management. The firm's fee structure is based on negotiated annual flat fees, with additional fees and expenses incurred by clients for third-party services. Ohana does not have any disciplinary events to disclose and operates with a high standard of integrity and ethical practices. The firm does not receive compensation for client referrals and maintains custody of client assets through qualified custodians. Ohana does not vote client securities proxies and does not require prepayment of fees exceeding $1,200 per client.