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Wealth Insights

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  • Article
    senior woman at a meeting senior woman at a meeting

    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
    senior couple looking at a laptop senior couple looking at a laptop

    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
    business owners doing a handshake business owners doing a handshake

    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
    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.

  • Video
    Bank of Hawaii Petals Bank of Hawaii Petals

    Choose Your Business Exit Strategy

    05/24/2024 May 24, 2024

    Discover effective business exit strategy plans with wealth management strategist Curtis Fessler and business exit planning expert Dave Stinson, in Bank of Hawaii’s recent webinar for clients of The Private Bank and the Commercial Banking Group.

  • Article
    young woman helping senior parents with their tablet young woman helping senior parents with their tablet

    Four Valuable Steps for Creating a Strong Business Succession Plan

    01/06/2019 January 6, 2019

    Use these four valuable tips to develop a business succession plan and ensure the success of your has business exit options.

  • Article
    male and female talking at a restaurant counter male and female talking at a restaurant counter

    Five Tips for Securing a Business Loan

    10/25/2018 October 25, 2018

    Learn how to secure a Business Loan. Follow these simple steps to obtain a loan for your business. 

  • Article
    business woman sitting on a chair thinking business woman sitting on a chair thinking

    Considerations Executives Need to Include in their Retirement Planning

    04/20/2018 April 20, 2018

    Learn about what Executives should think about when planning for retirement. 

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