For families and individuals, Okabena Company specializes in a multi-generation approach, developing and implementing tax-efficient wealth transfer strategies that address the unique circumstances and objectives of each family member. We facilitate family interaction and knowledge-sharing through inter-generational engagement and proprietary education activities, including customized financial education programs for family members of all ages. Our long-tenured, highly experienced team marries technical competency with personal commitment to ensure a clear focus on long-term objectives.
A Proven Ability to Effectively Partner with Third-Party Advisors
Because of our belief that clients are best served when all facets of their financial lives are integrated, Okabena Company is eager to partner with third-party advisors with whom clients have established relationships. We work hard with these advisors to ensure a seamless service experience.
Our service offerings are designed to be comprehensive in scope yet flexible enough to allow each client to customize a menu of options tailored to their needs.Integrated Planning:
*Investment services provided by Okabena Investment Services, Inc.