Wealth within families can achieve amazing outcomes, creating a legacy for good throughout generations. It can also become a divisive force if the intricacies of planning, investing, and family dynamics aren’t handled in a careful and cohesive manner.

At Ohana we combine a deep understanding of financial performance and management, as well as families and the dynamics that shape them.

We offer a bespoke, personalised service, yet connect you with industry leading investment opportunities the world has to offer. We take care of multiple aspects of wealth, acting as a centre of influence to help keep your affairs in order at all times. 

Our name, Ohana, means family in Hawaiian. We chose it as a reflection of our deep care for the people we serve, and our commitment to making wealth a force for good within families.

Ohana Family Wealth Management Services

We act as a centre of influence to bring together all your Family Office needs, ensuring everything from taxation to estate planning is working seamlessly together in the service of your overall goals. Our aim is to help you enjoy wealth with confidence – to attain and maintain the life you want, reach your goals and embrace the future.