professional advisors
World-Class Expertise, Experience and Reputation
Innovative Thinking and Strategies
Fifty Rock Consulting works closely and confidentially with professional advisors and provides impeccable service and dynamic solutions for “your clients.” For a partial list of professional advisor services, please scroll below. For a complimentary consultation, please call or email us.
“Lani possesses an impressive breadth of tax knowledge and a dynamic personality. He is skilled at communicating complex strategies in a clear and relatable manner. Lani has the unique ability to both engage and inspire his listeners.”
“Lani combines great gift planning expertise with excellent donor relationship skills. He is one of the most gifted professionals in philanthropy.”
CHARITABLE TAX STRATEGIES - TRUST DESIGN - TAX ILLUSTRATIONS
Fifty Rock Consulting specializes in combining philanthropic planning with traditional estate, financial, and income tax planning. We regularly partner with professional advisors to brainstorm and craft charitable tax solutions for their clients. As an independent consulting firm, we have the flexibility to work broadly on gift strategies that support local or mainland charities.
Ultimately, Fifty Rock Consulting is your philanthropic "back-office" expert and will assist you when the right opportunities present themselves.
CLIENT MEETINGS - CLIENT PROPOSALS - CLIENT TEAM MEMBER
Fifty Rock Consulting is often asked and very comfortable to join advisors and their clients as they discuss legacy giving and charitable tax planning. We are pleased to play a supportive role or a lead role as it relates to the philanthropic conversation. With many years of high-end experience and creative problem solving, Fifty Rock Consulting is in a unique position to efficiently leverage the advisor's and client's time, energy, and resources.
Fifty Rock Consulting meets with advisors and clients on Oahu, Maui, Kauai, Big Island, as well as on the mainland. We are also available for conference calls and Skype/video conferencing.
private client events - keynote presentations - ce seminars
Fifty Rock Consulting designs and delivers philanthropic, financial, estate, and tax planning presentations all across the United States. Whether your audience is a family of 5, a client appreciation event of 100, an in-house training seminar for 20, or a conference keynote to 500, we will engage and excite your clients with fresh, innovative ideas and high energy.
Fifty Rock Consulting has been presenting at conferences, luncheons, and seminars for over 15 years and welcomes the opportunity to positively impact your next client event.