Ohana


Hawaiian for family. Use of this word in the name of the corporation is a tribute to our founders’ maternal roots in Hawaii, where family is everything and everyone is family; the importance of family in the lives of the people we assist; and our commitment to serving our clients with the devotion one would have as trusted members of the family.

Fiduciary


A fiduciary acts on the behalf of another person (the “principal”) in a position of unwavering trust and good faith, with the highest duty to be loyal to the principal and to put the interests of the principal before the fiduciary’s personal interests at all times. A fiduciary must never use this position of trust to become personally enriched by the principal’s assets or resources; neither should the fiduciary use the role to impose personal values or desires on the principal, over the principal’s own unique preferences and wishes.