Okabena Company & Okabena Investment Services, Inc.
Financial Planner 0 (0 REVIEWS)

Okabena Company & Okabena Investment Services, Inc.

Preserving Wealth and Building Legacies Since 1967

BUSINESS LOCATION

80 S 8th St, Minneapolis, MN, 55402, US

CONTACT HUB

PRIMARY LINE +1 (612) 339-7151

BUSINESS OVERVIEW

Okabena is an independent multi-family office in Minneapolis with decades of experience helping families and tax-exempt institutions preserve wealth, build legacies, and simplify their financial lives through customized family office and investment services.

MAIN: Financial Planner

SERVICE AREAS

Minneapolis
Minnesota

WORKING HOURS

CLOSED UNTIL 08:00 AM
Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00
Saturday Closed
Sunday Closed

SERVICES & SPECIALTIES

  • Multi-generational wealth management
  • Coordinated family office services
  • Tax-exempt institution advisory
  • Personalized investment strategies
  • Family office services
  • Investment services
  • Estate planning coordination
  • Income tax planning
  • Wealth transfer strategies
  • Lifestyle management
Registered investment adviser with the U.S. Securities and Exchange Commission
Est. 1967
English
Diversified investment portfolios Customized wealth management solutions
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Frequently Asked Questions (FAQs)

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