Ohana Advisors Overview

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.