It started with a single question: why is it so hard to help clients who live, work, and bank in multiple countries? 

As financial advisors who serve international clients, it didn’t take us long to realize that the financial services industry has failed these clients. 

Our global clients face unique challenges related to insurance, investments, banking, tax, and law. The financial services industry as a whole has been unable (or unwilling) to provide a clear pathway through these challenges.

So we decided to do it ourselves.

As a group of nine founding partners, we combined our experience, knowledge, and networks to form a single global community of financial advisors. As the Ohana Global Alliance, our mission is to do nothing less than transform the future of financial advising.

Today, we’re a growing community of experts helping advisors coordinate holistic financial planning across borders, currencies, and languages.

We believe global thinking can lead to global action. By supporting each other with a worldwide network of talented, dedicated, and ethical advisors, we’ve become a true ohana. Ohana means family in Hawaiian, and that’s what we are: a family of financial professionals committed to growing, giving, and serving our clients with the best possible financial products and services.

*Global focus for advisors, clients, carriers & products
*Custom-built insurance products
*Expansive network across insurance, investments, banking, tax, and law
*Built-in technology & process automation for maximum processing and marketing efficiency
*Integrity & full adherence to compliance

Have global clients your current IMO or BGA struggles to serve? We can help!

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Ohana Global Alliance of Financial Advisors

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