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About HTI
WILLIAM H. ATHA, II, Family Wealth Director
Morgan Stanley
Honolulu, Hawaii

TURNEY P. BERRY, Attorney
Wyatt Tarrant & Combs LLP
Louisville, Kentucky

JONATHAN G. BLATTMACHR, Attorney
Pioneer Wealth Partners, LLC
New York, New York

CINDY D. BRITTAIN, Trust Advisor
The Northern Trust Company
Montecito, California

HARMON A. BROWN, Attorney
Schiff Hardin LLP
Chicago, Illinois

ANDREW D. COPANS, Attorney
McDermott Will & Emery
Los Angeles, California

ROBERT N. DURAN, Attorney
Semper Law Group, PC
Los Angeles, California

STACY S. EASTLAND, Attorney
Goldman Sachs
Houston, Texas

JOLINE GODFREY, President
Independent Means Inc.
Santa Barbara, California

PEGINE E. GRAYSON, Attorney
Whittier Trust
South Pasadena, California

DAVID GREEN, CPA
David Green CPS, PLLC
Spokane, Washington

LANCE S. HALL, ASA
FMV Opinions, Inc.
Irvine, California

MARK C. HIGGINS, ASA
Higgins, Marcus & Lovett, Inc.
Los Angeles, California

MICHAEL J. JONES, CPA
Thompson Jones LLP
Monterey, California

KATHY JOSEPH, Founder and Winemaker
Fiddlehead Cellars
Lompoc, California

ANDREW M. KATZENSTEIN, Attorney
Proskauer Rose LLP
Los Angeles, California

KURT K. KAWAFUCHI, Attorney
Hochman, Salkin, Reggis, Toscher & Perez, P.C.
Los Angeles, California

VIKI KIND, MA
Kind Ethics
Granada Hills, California

AL W. KING, III, Attorney
South Dakota Trust Company
Sioux Falls, South Dakota

STEPHAN KING, CPA
Stephan King PC
Scottsdale, Arizona

ROBERT K. KIRKLAND, Attorney
Kirkland Woods & Martinsen PC
Liberty, Missouri

JUDY Y. LEE, Attorney
Goodsill Anderson Quinn & Stifel LLP
Honolulu, Hawaii

OFER LION, Attorney
Seyfarth Shaw LLP
Los Angeles, California

STEPHANIE LOOMIS-PRICE, Attorney
Winstead PC
Houston, Texas

JONATHAN LURIE, Attorney
McDermott Will & Emery LLP
Los Angeles, California

ROBERT LYONS, CPA, MST
Marks Paneth LLP
New York, New York

EDWARD J. McCAFFERY, Professor
USC School of Law
California Institute of Technology
Los Angeles, California

MICHAEL T. MELTZER, Portfolio Manager
Tocqueville Asset Management L.P.
New York, New York

CARL NOLET, Executive Vice President
Ketel One Vodka
Netherlands

THOMAS J. PAULOSKI, Attorney
Bernstein Global Wealth Management
Chicago, Illinois

JEFFREY N. PENNELL, Professor
Emory University School of Law
Atlanta, Georgia

ROBERT R. PLUTH, JR., Attorney
Schiff Hardin LLP
Chicago, Illinois

JOHN W. PROKEY, Attorney
Ramsbacher Prokey Leonard LLP
San Jose, California

CARY DOUGLAS PUGH, Judge
United States Tax Court
Washington, DC

CHARLES “CLARY” A. REDD, Attorney
Stinson Leonard Street LLP
St. Louis, Missouri

JOHN T. ROGERS, JR., Attorney
Seyfarth Shaw LLP
Los Angeles, California

BRUCE S. ROSS, Attorney
Holland & Knight
Los Angeles, California

JOHN G. ROTH, Attorney
Hawaii Trust & Estate Counsel
Kamuela, Hawaii

RANDALL W. ROTH, Professor
University of Hawaii of Manoa
Honolulu, HI

CHRIS STACK, Attorney
Savingforcollege.com LLC
Darien, Connecticut

ROGER STINNETT, CPA
First Foundation Advisors
Irvine, California

PETER J. STRAUSS, Attorney
The Strauss Law Firm, LLC
Hilton Head Island, South Carolina

WINSTON TAIRA, Manager
King’s Hawaiian Holding Company
Torrance, California

SUSAN von HERRMANN, Attorney
Schiff Hardin LLP
San Francisco, California

WHITNEY WEBB, Master Trainer
Independent Means Inc.
Santa Barbara, California

SEAN R. WEISSBART, Attorney
Morris & McVeigh LLP
New York, New York

LIVINGSTON “JACK” WONG, CEO
Kamehameha Schools
Honolulu, Hawaii

LESLIE WRIGHT, Vice President
Bonhams
Los Angeles, California

DAVID R. YORK, Attorney
York Howell
Salt Lake City, Utah

PETER J. ZARIFES, Managing Director
Whittier Trust
South Pasadena, California

RANDY L. ZIPSE, Attorney
The Prudential Insurance Co. of America
Charles City, Iowa

LAURA A. ZWICKER, Attorney
Greenberg Glusker Fields Claman & Machtinger LLP
Los Angeles, California