Areas of Practice


Taxation

We support income, estate, and corporate tax planning.


Corporate

We offer business legal services and executive-level strategy planning for businesses in Hawaii. Within corporate advisory and legal services, we can provide, for example, contract negotiations, review and drafting, corporate counsel services, mergers and acquisitions, joint venture structuring, fundraising and private placements, non-profits and private foundations, and liquor licensing.


Entity Structuring

We support entity structuring in the United States for investments and other insurance, liability protection, business, and taxation strategies. Entity structuring includes advisory and strategic planning in addition to all steps necessary to register your entity in the applicable jurisdiction and have it ready to incorporate into our strategic planning (e.g., drafting organizational and incorporation documents, filing paperwork with applicable agencies, obtaining federal EIN, and other tasks).


Trust Preparation

We support tax and investment strategies through trust preparation, including revocable trusts, irrevocable trusts, intentionally defective grantor trusts, life insurance trusts, charitable remainder trusts, dynasty trusts, and more.


Real Estate

The history of land ownership in Hawaiʻi is uniquely complicated. As a result, title issues are plentiful and pitfalls abound. With most real estate transactions exceeding millions in value, minimizing legal risk becomes a critical challenge. Even the smallest oversight or omission in due diligence, title review, entity structuring, or document drafting can cost you hundreds of thousands of dollars. We come alongside you to navigate those pesky legal issues, give strategy regarding the structure of your transaction, and minimize legal risk for you and your Estate. This includes real estate brokerage, purchase and sale transactions, real estate finance, 1031 exchanges, and utilizing special purpose entities in real estate investment.


Family Office Services

We support your family office needs in Hawaii by providing administrative and management support, such as corporate trustee services, registered agent services, entity compliance management, notary services, preparing corporate formalities, closing checklists, and acting as a custodian of records and information repository. We can also act as your representative to coordinate communications and strategies with other U.S. based professionals, such as accountants, securities brokers, real estate brokers, property managers, and more.



Private Equity

We offer objective, candid counsel and support in the private equity space. This includes, for example, consulting on private equity investment strategy, legal due diligence and risk assessment for capital investments, investor onboarding and legal documentation for your investment, and investment support services (custodian of records, attend shareholder meetings, analyze annual and other reports, etc.).

Insurance

We help to devise, implement, and manage insurance strategies in the United States, including life insurance and captive insurance.

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