- Does my estate plan reflect my wishes, and my vision for my legacy?
- Can you educate my children about finances and investments?
- What steps should I take to involve my family in philanthropic endeavors?
- What’s the best way to pass on wealth and minimize taxes?
Services we provide
Together, we develop a written plan that outlines the steps required to meet your short- and long-term financial goals. We also coordinate with your other professional advisors, including accountants, attorneys, and bankers.
We help you protect your family, in the event of something unforeseen. Your estate plan assures your assets go to the people and charitable organizations you care about. It’s designed to minimize your estate taxes and maximize lifetime gifts.
We help you reduce your tax load and improve your cash flow.
Our goal is to maximize the return on your investments, at your desired level of risk, and provide transparency.
With our guidance, you create a family mission and values statement that establishes your family’s philanthropic priorities.
Let’s make sure your assets support the people and organizations you care about most.
Gary Arakawa, Chief Investment Officer