Estate Planning
Creating legal structures that reflect a family’s wishes and protect what matters across generations.
Hawaiʻi · By invitation
Legacy begins
long before
wealth changes hands.
Legacybeginslong beforewealthchangeshands.
Hawaii Legacy Alliance
Connecting trusted professionals. Strengthening legacies.
Why this exists
The decisions that shape a family’s future rarely belong to one discipline.
Estate documents, tax strategy, investments, charitable intent, trust administration, and appreciated real estate are often treated as separate matters. For families, they are not separate. They are one life, one history, and one legacy.
Hawaii Legacy Alliance creates the relationships that should exist before a defining decision arrives. We convene trusted professionals so families can benefit from better context, clearer communication, and more thoughtful coordination.
The most important decisions
should never be made in isolation.
The signature experience
The Table
Where Hawaiʻi’s best conversations begin.
The Table is the private gathering of Hawaii Legacy Alliance. It is not a mixer, referral club, or sales event. It is a carefully curated environment for accomplished professionals who understand that better family outcomes begin with trusted relationships.
Every discipline brings a different perspective. Every seat carries responsibility. Every conversation is held with discretion, contribution, and respect.
Every seat has a purpose.Request consideration for a seat
The alliance
Different expertise.
One shared responsibility.
We are intentionally multidisciplinary. The value is not measured by the number of names in a directory, but by the judgment, integrity, and generosity of the people around the table.
Trust & Probate
Guiding fiduciary responsibility, administration, and transition with clarity and care.
Tax Advisory
Bringing tax context into the conversation before decisions become irreversible.
Private Wealth
Aligning capital, risk, liquidity, and long-term stewardship with the family’s larger purpose.
Philanthropy
Connecting generosity, community impact, and charitable strategy to an enduring family legacy.
Appreciated Real Estate
Helping families thoughtfully consider disposition, exchange, gifting, and transition strategies.
Financial Institutions
Providing the fiduciary, banking, custody, lending, and institutional capabilities complex plans require.
Planned Giving
Translating charitable intent into strategies that serve families and the organizations they value.
The standard
Not a networking group.
A professional covenant.
Education before transactions
Insight and professional responsibility come before opportunity.
Relationships before referrals
Trust is built through contribution, consistency, and time.
Collaboration without overreach
Every member remains accountable to their discipline, licensing, and client obligations.
Families before institutions
The measure of our work is the quality of the decisions families are empowered to make.
Founding hosts
Convening the first table.
Founding Host
Suzanne Adonis
Strategic relationships, capital, and professional collaboration.
Suzanneadonis@hawaiilegacyalliance.com 808-780-8263
Founding Host
Chris Okamura
Appreciated real estate strategy, relationship architecture, and community building.
Chrisokamura@hawaiilegacyalliance.com 808-490-1453The journal
Ideas for more thoughtful stewardship.
A future collection of perspectives from the professionals helping Hawaiʻi families navigate consequential decisions.
The Hidden Cost of Advice Delivered in Isolation
Why families benefit when trusted professionals communicate before a decision is made.
ForthcomingAppreciated Real Estate and the Architecture of Legacy
Questions families should consider before selling, gifting, exchanging, or transferring property.
ForthcomingGiving as an Expression of Family Identity
How charitable intent can connect values, planning, and community impact across generations.
Forthcoming
A seat at The Table
By invitation only.
We are bringing together a select group of respected professionals who believe discretion, collaboration, and shared responsibility create better outcomes for Hawaiʻi families.
Request a Private Invitation Submission does not guarantee acceptance. Attendance and participation are subject to review.Hawaii Legacy Alliance is a professional education and relationship-building initiative. It does not provide legal, tax, investment, fiduciary, financial, or real estate advice. Participating professionals remain independently responsible for their services, licensing, compliance, recommendations, and client relationships.