Create Your Legacy

An important gift you will leave behind

Perhaps your most important work will be the legacy you leave behind. With foresight and care, your Relationship Manager will assist you in crafting the gift you will pass down to your loved ones. And like a trusted friend, we will carry out your wishes with fairness and compassion.

Estate Planning

Our estate experts will work with you to develop a plan that ensures your assets will be transferred according to your wishes.

Trust Services

As your trustee, we administer your trust according to your terms, as well as coordinate financial, tax, and legal transactions.

Tax Planning

Our tax experts specialize in the ever-changing complexities of income and estate taxation and will help you minimize your current and future tax liability.

Insurance Planning1

We assess your current insurance plans and provide options, like life and long-term care insurance, which protect you against the unexpected.

Charitable Foundations

Let us help you devise the best way to direct, manage, and administer giving through a charitable foundation.

Business Succession & Valuation

We help you determine the value of your business and develop a plan to transition your business ownership.

1 Insurance products are offered and sold by Bankoh Investment Services, Inc., a nonbank subsidiary of Bank of Hawaii and a member of FINRA/SIPC. 

A Wealth of Services

How can we help you
meet your goals?

Build Your Future
Create Your Legacy
Simplify Your Life
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Meet Our Team