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
Copyright. The Rice Partnership. All Rights Reserved
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
CALIFORNIA OFFICE 104 Gateway Center Dr c, Paso Robles, CA 93446 T: 805.517.4122 | Map