A Legacy of Excellence
Okabena Company together with its subsidiary Okabena Investment Services, Inc. (“Okabena”) provides integrated investment and wealth management solutions to individuals and families of wealth. With over 50 years of experience, Okabena has a time-tested business model that seeks to assist multi-generational families in meeting their financial needs and accomplishing their goals.
Okabena also offers investment management services to qualified tax-exempt organizations, such as community foundations, professional associations, and endowed institutions that represent the arts, music, religious communities, and education.
The diversity of our client base continues to evolve every year as we develop new relationships with families and nonprofits looking to manage wealth strategically and preserve legacies. We are committed to providing all clients the high levels of personal attention and expertise that are the cornerstone of our service-oriented culture.
History
The Okabena Difference
Governance
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