Financial Education

Attorneys: Help Your Client's Business Succeed with a Strong Financial Partner

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October 29th, 2018

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As an attorney, your expertise and legal advice are crucial to helping your clients meet their business transition goals. While guiding them through the legalities of purchasing, growing or selling a business, a strong financial partner can help—providing financial solutions, ranging from lending and investment advice to estate management.

Add Value to Your Services

A trusted financial advisor who has a team of experts can help you to assist your client in acquiring or selling a business, purchasing real estate, or increasing share in a company. Advisors and their teams can also look at financing options. These may include a line of credit or a loan that can be tailored to meet cash needs without having to liquidate investments, and can often provide tax advantages. Many advisors will analyze the financial impacts of a business transition and recommend estate planning and investment strategies that align with your client's short- and long-term business goals. Your client will benefit from an array of fiduciary services, including retirement and succession planning, asset allocation, portfolio construction or review, and tax-efficient implementation.


Work with Partners You Can Trust

At Bank of Hawaii, we offer comprehensive in-house financial services covering all of your client's needs. Our financial strategies aim to grow, protect and retain business owners' assets throughout all phases of a business transition. You can trust that our credentialed and experienced advisors, including financial planners, accountants, tax practitioners, estate specialists and private bankers are dedicated to helping you help your business clients meet their financial goals. Whether your client needs unique financing options, business valuation, trust management or retirement advice, we can help. Bank of Hawaii has been helping businesses succeed for generations, with a breadth and depth of services that sets it apart from other local banks. Contact us to see how we can work with you to assist with your clients' business transition needs.

Here are the top three ways a financial partner can really add value:

  • Acquiring a Business - Capital requirements can be met by various lending options including lines of credit and traditional loans with flexible terms.
  • Selling a Business - A business evaluation is needed to determine asset distribution and financial planning to preserve and grow wealth.
  • Managing Real Estate Investments - Licensed real estate professionals can provide comprehensive real estate asset management services for trust and investment assets.

This material is provided for educational purposes only and is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Bank of Hawaii and its affiliates do not provide tax, legal or accounting advice. This material is not intended to provide, and should not be relied on for, tax, legal, or investment advice. You should consult your own tax, legal, accounting or financial professional before engaging in any transaction.

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