Who We Serve,
The clients we serve are some of the most thoughtful, interesting, and kind people I’ve had the pleasure to meet, and it is a privilege to support their journeys and aspirations.
Leahi Private Wealth serves a select group of families, professionals, and business owners across the United States and in select international jurisdictions. Our clients value discretion, excellence, and a highly personalized approach to managing their wealth. Many have ties to Hawaii, sharing an appreciation for its culture and values, while others seek a trusted advisor who understands the nuances of complex financial lives.
We specialize in working with those who desire more than cookie-cutter solutions—individuals and families who want a partner invested in their long-term success, legacy, and well-being.
Situations We Commonly Help Clients Navigate
Retirement planning and retirement income
We work with individuals who are approaching retirement or already retired and want clarity around income, lifestyle sustainability, and long term confidence in their financial plan.
Liquidity events
Clients experiencing the sale of a business or real estate, a significant payout, or a financial windfall often benefit from thoughtful guidance to bring structure, intention, and balance to their decisions.
Inheritance and generational wealth
We support individuals and families receiving inherited wealth by helping them navigate both the financial responsibility and emotional considerations that often accompany it.
High income and growing complexity
We work with individuals whose income and net worth have increased over time, creating more complexity and a need for coordinated planning across investments, cash flow, and long term goals.
Tax efficiency and tax aware planning
Many clients seek more intentional strategies to improve tax efficiency and potentially reduce taxes over time as their financial circumstances evolve.
Charitable giving and philanthropy
We help clients align charitable giving with their values by developing thoughtful strategies that support meaningful causes while integrating tax and legacy considerations.
Wealth transfer and legacy preservation
Clients often look for guidance on how to thoughtfully pass wealth to the next generation while preserving family values, minimizing friction, and creating lasting impact.
Periods of personal loss or major life change
During moments of loss or significant life transition, we provide steady guidance so financial decisions can be made with clarity, care, and perspective.
Ongoing financial complexity
Clients with multiple accounts, strategies, and planning considerations often want a single trusted advisor to bring organization, simplicity, and confidence to their financial lives.
Intentional wealth builders
We work best with individuals and families who are focused, engaged, and committed to building and sustaining wealth over the long term with purpose and discipline.