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Ohana Advisors Overview
Type
Family Office - Multi
Year Founded
1993
General Information
Ohana Advisors is a multi-family office headquartered in San Rafael. Founded in 1993, it provides investment advisory, estate planning, and administrative services to ultra-high-net-worth families whose wealth stems from diversified entrepreneurial success. The firm blends institutional investment rigor with bespoke family-office support, coordinating portfolio management, tax planning, philanthropy, and day-to-day financial administration for a concentrated client base.
Contact Information
Website:
Website:
http://ohanaadvisors.com
Year Founded:
1993
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
Corporate Office:
San Rafael, CA, United States
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