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Wealth Insights

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  • Article
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    Economic & Market Monitor

    09/11/2026 September 11, 2026

    Our Chief Investment Officer, Roger Khlopin, reflects on market conditions, trends, and strategies that are important to investors and business owners.

  • Article
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    Exit Planning for a Business Is About Continuity, Not Just Cash

    04/03/2026 April 3, 2026

    Most business owners wait too long to think about exit planning. Learn the costly mistakes to avoid—and how to protect value before a transition is forced.

  • Article
    person signing an agreement document person signing an agreement document

    Buy-Sell Agreements for Family Businesses: Why They Matter

    04/02/2026 April 2, 2026

    Learn how a buy-sell agreement creates a clear transition plan, protects owners and families, and stays aligned through regular updates.

  • Article
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    Business Exit Planning: Choosing the Right Strategy

    04/02/2026 April 2, 2026

    Learn more about exit planning and business succession options in our recent blog for The Private Bank clients at Bank of Hawaii.

  • Article
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    5 Common Estate Planning Pitfalls That Put Family Businesses at Risk

    04/02/2026 April 2, 2026

    Learn how estate planning plays a direct role in business continuity and how proactive planning can reduce uncertainty and protect your the business.

  • Video
    Bank of Hawaii Petals Bank of Hawaii Petals

    Webinar: Estate Preservation for Future Generations

    12/18/2025 December 18, 2025

    Explore estate planning strategies to manage wealth and preserve your legacy. This webinar recap from Bank of Hawaii’s The Private Bank offers expert insights to help you plan confidently.

  • Article
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    5 Essential Estate Planning Strategies You Might Be Forgetting

    08/13/2025 August 13, 2025

    Use these five essential strategies to make the most out of your estate plan and minimize taxes,

  • Video
    The 5 C's of Family Business Continuity webinar speakers The 5 C's of Family Business Continuity webinar speakers

    Webinar: The 5 Cs of Family Business Continuity

    06/06/2025 June 6, 2025

    Dave Specht, Senior Fellow of the Drucker School Global Family Business Institute, shares insights about the 5 Cs that increase the likelihood of family business continuity and success.

  • Article
    multigeneration family sitting on a couch multigeneration family sitting on a couch

    Helping the Sandwich Generation Navigate Care and Legacy with Financial Clarity

    06/06/2025 June 6, 2025

    Caring for parents and children? Our tailored wealth strategies help the sandwich generation manage long-term care, education costs, and taxes—while preserving multigenerational wealth.

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