Apply for Alaka‘i Advisory Services
Private Executive Tax Counsel
By Consideration Only
Alaka‘i is a limited-capacity advisory engagement designed for high-income individuals and established business owners seeking senior-level tax oversight.
This engagement is not automatically enrolled.
We accept a select number of clients each year to preserve depth, responsiveness, and quality of advisory.
If you believe Alaka‘i aligns with your level of responsibility and expectations, you are invited to request consideration.
Before You Apply
Alaka‘i is appropriate for individuals who:
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Operate within elevated income brackets
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Own or lead established 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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Prefer structured strategic planning throughout the year
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Value proactive oversight over reactive compliance
Alaka‘i is structured as an annual advisory relationship with defined planning cadence and senior-level involvement.
This engagement is not intended for:
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One-time consultations
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Isolated tax questions
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Basic filing support
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Short-term transactional needs
Our objective is long-term strategic alignment.
The Consideration Process
Step 1: Submit the application below.
Step 2: Our office reviews for strategic alignment and complexity fit.
Step 3: If appropriate, a brief consultation is scheduled to discuss scope, advisory expectations, and annual investment.
Step 4: Engagement invitation is extended where mutual fit exists.
Not all applicants will be invited to engage.
Advisory Investment
Alaka‘i is structured as an annual advisory investment reflective of the level of access, planning cadence, and strategic involvement provided.
Investment details are discussed during the consultation phase.
This engagement is designed for clients who value executive-level clarity and disciplined positioning.
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Apply for Alaka‘i Advisory
Private Executive Tax Counsel • By Consideration Only