Okabena’s people, culture and roots as a family office provide a strong foundation for exceptional client service and a long-term perspective on investing.
Importantly, our commitment to earning trust and always pursuing the best interests of clients has allowed us to build deep, long-term, multi-generational relationships.
Okabena is a service-oriented, problem-solving culture structured and aligned to deliver a superior client experience. We take the time to truly understand client needs, values and goals as well as each family’s unique dynamics, then offer objective advice to deliver tailored solutions across every stage of life.
Okabena has a multi-generational perspective – facilitating family interaction and knowledge-sharing through inter-generational engagement.
Our service offerings are designed to be both comprehensive in scope and tailored to the specific needs of clients, including the development and implementation of tax-efficient wealth transfer strategies that endeavor to address the unique circumstances and objectives of each family member.
We strive to grow the purchasing power of assets, while at the same time focusing on downside risk for our taxable and tax-exempt clients.
Our investment platform can be summarized as a fully discretionary, open architecture, manager of managers structure. We pursue a variety of investment strategies that capitalize on opportunities in the public and private markets.
“Capital impairment is hard to recover from, therefore we seek to protect your assets in volatile markets while participating in most of the upside in expansionary markets.”