Our Mission

At Kukui Tree Capital Management, we provide financial guidance for high-net-worth individuals, families, and executives. We develop personalized strategies that help you navigate complex decisions, preserve and grow wealth, and ensure your financial resources are aligned and working towards achieving your goals.

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Our dedication to your financial success extends beyond managing your assets; we're committed to supporting you in leading a fulfilling and prosperous life.

Our Philosophy

We build custom, tax-efficient investment portfolios that combine evidence-based public market exposure with carefully selected private opportunities. Our disciplined, long-term approach is designed to grow and protect your wealth across market cycles.

Our Process

Designations

We are proud to sit on the same side of the table as our clients.

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