Skip to content
← Back to investors
OK

Family Office

Okabena

James Lawrence, United Stateswww.okabena.com
6
Contacts
1
Mandates
Verified profileData completeness 70%Updated 2026-05-19Sources: fo_directory_us, fo_strategy_csv_2026, SRC-FO-BATCH-2026-05

Mandate & appetite

Preferred strategies
Value Add
Target geographies
Us & Canada
Typical ticket
$2m–$10m
AUM
Real-asset allocation
RE 100%
Appetite

Investor profile

Okabena Company is an independent multi-family office based in Minneapolis, MN, founded in 1967, focusing on wealth preservation and customized investment services. The firm provides comprehensive family office solutions, including estate planning and lifestyle management, without a specific emphasis on real estate investment.

Unlock mandates & allocation signals

See Okabena's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.

  • Active mandates (strategy, asset class, geography, ticket, target IRR)
  • Live allocation signals with sources
  • Named CIOs & IC members + email & LinkedIn

From $599/mo · 20% off annual

Similar investors

Comparable allocators

OC

Other

Okabena Company

Minneapolis, United States

Okabena Company is an independent multi-family office based in Minneapolis, MN, founded in 1967, focusing on wealth preservation and customized investment services. The firm provides comprehensive family office solutions, including estate planning and lifestyle management, without a specific emphasis on real estate investment.

US & Canada0 contacts
OC

Family Office

Osbon Capital

One Liberty Square, United States

Osbon Capital Management is a Boston-based family office and independent investment firm focused on providing tailored investment strategies for wealthy families and entrepreneurs. The firm offers comprehensive services, including private equity, real estate, and venture capital, extending beyond public markets to address unique financial priorities.

Value Add
North America0 contacts
OI

Family Office

Ouabache Investments, LLC (Weaver Family Office)

Carmel, United States

Ouabache Investments is a family office investment firm focused on growing food, beverage, and agriculture manufacturing companies in the Midwest and broader U.S. They target buyout or majority investments in businesses with $1.4 million EBITDA, emphasizing active involvement and strategic growth.

Opportunistic, Value Add
US & Canada0 contacts
TO

Other

The Opus Group

Portland, United States

Encore One, founded in 1999 and headquartered in Minnetonka, Minnesota, is a private investment firm leveraging nearly 70 years of family business heritage to acquire and preserve middle-market businesses across the United States through direct family capital. The firm focuses on maintaining operational autonomy and long-term success for its portfolio companies.

Private Equity
0 contacts
CF

Family Office

Compound Family Office

Sarasota, FL, United States

Compound Family Offices is a Florida-based multi-family office engaged in private equity and private real estate investments. The firm focuses on strategically managing financial assets for ultra-wealthy families, emphasizing tailored investment strategies and legacy planning.

Value Add
US & Canada0 contacts
OW

Family Office

Olson Wealth Group

Bloomington, United States

Olson Wealth Group is a multi-family office and independent wealth management firm based in the Twin Cities area, founded by Sharon Olson, a recognized wealth manager. The firm focuses on legacy planning and business succession, catering to women, business owners, and wealth creators.

Value Add
US & Canada0 contacts