Making Clients’ Lives Easier Since 1967
Since 1967, Okabena has helped clients preserve family wealth, build legacies, and simplify their financial lives by providing customized and coordinated family office and investment services.
An Extension of
Your Family
Our intimate knowledge of each family’s needs and goals enables us to more effectively solve complex challenges, proactively deliver ideas and align relevant solutions, ensuring a highly personalized experience at every stage of life.
WHY OKABENA?
Independent & Aligned
Independently owned and operated, we are not driven by the product distribution goals of a third party. We are aligned with our clients, not a corporate parent.
Specialized & Time-tested
Experienced professionals serving a select group of families through a multi-family office structure.
Highly Personal & Customized
A high level of care and attention to detail to ensure a tailored experience to meet each client’s unique goals.
Integrated & Comprehensive
Family office and investment services to manage wealth and simplify every aspect of financial life.
Integrated &
Comprehensive
We offer a full range of family office and investment services coordinating with our clients’ external advisors to provide services in a seamless, integrated fashion. The experience, depth and breadth of our team allows us to address the complex challenges clients face at every stage of life, including estate planning, income tax, wealth transfer, investments and lifestyle management.
Family Office
Services
We provide a tailored approach to help clients plan their financial lives, coordinate with third parties, and free up time to pursue what matters most.
Investment
Services
Our solutions-based investment program delivers diversified and customized portfolios, with a focus on preserving wealth and creating growth opportunities.
“We are a firm built on purpose, passion and principles – working every day for the past half-century to deliver exceptional personal service, create lasting value, and empower generations of families and tax-exempt entities to make an enduring impact.”
Your Partner in Preservation and Simplification
Everything we do is driven by our three core principles: Integrity, Dedication, and Respect.
We are a highly collaborative team with decades of experience in family office and investment environments with a proud history of managing and protecting the financial lives of multiple generations of families.
