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

JOHN F. BERGNER, Attorney
Winstead PC
Dallas, Texas

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

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

CHRISTINE BROWN, Attorney
UBS Financial Services, Inc.
San Francisco, California

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

The Honorable JOHN CHIANG, California State Treasurer
State Treasurer’s Office
Sacramento, California

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

SCOTT DEFREEST, Principal
Strategic Valuation Group, LLC
Calabasas, California

ROBERT N. DURAN, Attorney
Manatt, Phelps & Phillips, LLP
Los Angeles, California

S. STACY EASTLAND, Attorney
Goldman Sachs
Houston, Texas

PAM ELLING, CPA
Moss Adams LLP
Eugene, Oregon

FRANK CODY FARMER, CFA
Merrill Lynch
Los Angeles, California

MAURICE B. FOLEY, Judge
United States Tax Court
Washington, DC

DOUGLAS K. FREEMAN, JD., LLM
First Foundation
Irvine, California

DAVID B. GAW, Attorney
Gaw Van Male
Napa, California

JOLINE GODFREY, Author
Raising Financially Fit Kids
Ojai, California

AMY M. GROSSMAN, Vice President
Fidelity Charitable
San Francisco, California

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

The Honorable DAVID Y. IGE, Governor
State of Hawaii
Honolulu, Hawaii

JENNIFER JONES, Director
Phillips
New York, New York

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

JULIET P. KALIB, Attorney
Kalib & Kalib
New York, New York

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

KURT K. KAWAFUCHI, Attorney
Law Offices of Kurt Kawafuchi
Honolulu, Hawaii

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

BRYAN D. KIRK, Managing Director
Fiduciary Trust International of California
San Mateo, California

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

KENNETH LAWSON, Co-Director
University of Hawaii at Manoa
Honolulu, Hawaii

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

PAUL S. LEE, Managing Director
Northern Trust
New York, New York

OFER LION, Attorney
Seyfarth Shaw LLP
Los Angeles, California

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

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

JEFFREY A. MANNISTO, Attorney
Manatt, Phelps & Phillips, LLP
Los Angeles, California

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

WILLIAM K. NORMAN, Attorney
Ord & Norman
Los Angeles, California

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

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

JOHN T. ROGERS, JR., Attorney
Rogers Trust Law
Los Angeles, California

KEITH SCHILLER, Attorney
Schiller Law Group
Alamo, California

MICHAEL S. SCHWARTZ, Attorney
Curtis, Mallet-Prevost, Colt & Mosle LLP
New York, New York

VICTOR SONG, Former Chief of IRS
Criminal Tax Division, Internal Revenue Service
Washington, DC

CHRIS STACK, Attorney
529 Consultant
Darien, Connecticut

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

DOMINGO P. SUCH, Attorney
Perkins Coie LLP
Chicago, Illinois

AMY TAKAHASHI, CPA, JD, LLM Tax
Legacy Tax Group
Honolulu, Hawaii

CONRAD TEITELL, Attorney
Cummings & Lockwood LLC
Stamford, Connecticut

LIOR TEMKIN, CPA
Singer Lewak, LLP
Los Angeles, California

SUSAN von HERRMANN, Attorney
Perkins Coie LLP
San Francisco, California

JAMES D. WATSON, Attorney
Gaw Van Male
Napa, California

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

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

RANDY L. ZIPSE, Vice President of Advanced Markets
AXA
Farmington, CT

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