Our service is deeply personal.

We work closely with you to develop a clear understanding of your personal and financial landscape. We listen to your goals, approach to money, circumstances and family dynamics. We then help you create a dynamic, in-depth plan to achieve and maintain the lifestyle you want.

Your values, your dreams.

You might be dreaming of travel, looking towards retirement, wondering how to manage self-made wealth or wanting to create a legacy of good that reflects your values. It’s your financial estate. We’re here to keep it running smoothly and help you make the right investment choices to bring your wishes to fruition. 

All in one place.

At Ohana we bring all the wealth and family services you need together under ‘one roof’. We align the various Family Office services you require, working directly with your accountant, solicitor and any other professionals to help make sure all aspects are taken care of, with care. Your trusted advisors, we act with integrity and discretion every step of the way.