We want to build a lasting legacy
to pass on to future generations.


We want to build a lasting legacy
to pass on to future generations.

Goals

• Grow property and investment assets to span multiple generations
• Ensure that inherited wealth is properly managed and sustained
• Fund education of children and grandchildren
• Prepare/educate successors to perpetuate family values and mission

• Align financial plan with philanthropic interests

Services Provided

• Portfolio management
• Guidance on financial decisions
• Legacy planning and sustainability
• Family Office management
• Retirement planning
• Charitable-giving management

• Quarterly portfolio reviews

• Coordinate estate documentation with attorney

Get in touch

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OAHU OFFICE 1099 Alakea Street, Suite 2510 • Honolulu, Hawaii 96813 T: 808.585.7788 | Map

MAUI OFFICE 444 Hana Highway, Suite 203 • Kahului, Hawaii 96732 T: 808.446.8299 | Map

CALIFORNIA OFFICE 1304 Santa Rosa Street • San Luis Obispo, CA 93401 T: 805.517.4122 | Map