Alaka‘i Advisory Services
Private Executive Tax Counsel
By Application Only
Alaka‘i is our most exclusive advisory engagement — reserved for a limited number of high-income individuals and established business owners who require structured, senior-level tax oversight throughout the year.
This is not compliance.
This is not occasional tax planning.
This is deliberate financial positioning.
A Private Advisory Relationship
Alaka‘i is structured as a private advisory relationship built on:
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Continuity
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Discretion
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Disciplined planning cadence
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Priority responsiveness
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Senior-level strategic involvement
The focus is not transactional support.
It is sustained alignment between income, business decisions, and long-term tax posture.
Designed for Those Operating at Scale
Alaka‘i is appropriate for individuals who:
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Operate within elevated income brackets
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Own and lead established or growth-stage businesses
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Make material compensation or capital decisions
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Experience complex or layered income streams
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Expect executive-level tax awareness
Our Alaka‘i clients do not wait for year-end to understand exposure.
They operate with foresight.
The Alaka‘i Standard
Clients within Alaka‘i:
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Understand their effective tax position before December
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Align compensation and distribution decisions intentionally
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Maintain disciplined estimated tax management
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Reduce recurring penalties through proactive oversight
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Approach tax strategy as part of overall wealth architecture
The emphasis is not urgency.
It is intentional leadership.
Engagement Structure
Alaka‘i operates on an annual advisory term and is intentionally limited in availability to preserve depth and responsiveness.
This engagement is offered by application only.
Prospective clients are invited to request consideration. A brief consultation allows us to determine alignment in complexity, objectives, and advisory expectations.
Advisory Investment
Alaka‘i is structured as an annual advisory investment reflective of the level of access and involvement provided.
Engagement terms are discussed during the consideration process.
Our objective is not volume.
It is long-term strategic alignment.