The Rice Partnership

The Rice Partnership

Financial-Services

Honolulu, Hawaii
United States
Company Tagline

Our goal is to simplify lives and enhance peace of mind as clients envision and implement family legacy planning.

Industry Category
Financial-Services
Company Description

The Rice Partnership is a premier financial services firm dedicated to simplifying lives and enhancing peace of mind for clients as they envision and implement family legacy planning. With a strong foundation built over the years, The Rice Partnership has been a trusted wealth advisor for individuals, families, foundations, and endowments across Hawaii and the mainland.

The Rice Partnership prides itself on delivering a highly personalized and responsive approach to wealth management, offering customized solutions tailored to meet each client’s unique needs. The firm seamlessly integrates asset allocation and diversified investment portfolios with tax, trust, estate, philanthropic, and family office objectives. Located at 1099 Alakea St, Honolulu, Hawaii 96813, US; with additional addresses at 444 Hana Hwy, Hana, Hawaii 96713, US; 1304 Santa Rosa St, San Luis Obispo, California 93401, US; and 104 Gateway Center Dr, C, Paso Robles, California 93446, US, The Rice Partnership is committed to providing comprehensive financial guidance.

Overall, The Rice Partnership aims to simplify clients' lives and enhance their peace of mind through holistic financial planning. Guiding clients as they envision and implement their family legacy, which may extend over many generations, is a core mission. We invite the management of The Rice Partnership to create a customized and exclusive company showcase and product listing on our platform to further highlight their exceptional services.

The Rice Partnership est une société de services financiers de premier plan, dédiée à simplifier la vie et à améliorer la tranquillité d'esprit de ses clients lorsqu'ils envisagent et mettent en œuvre la planification de leur héritage familial. Forte d'une base solide construite au fil des ans, The Rice Partnership est un conseiller de confiance en matière de patrimoine pour les particuliers, les familles, les fondations et les fonds de dotation à travers Hawaï et le continent.

The Rice Partnership est fière de proposer une approche très personnalisée et réactive de la gestion de patrimoine, en offrant des solutions sur mesure pour répondre aux besoins uniques de chaque client. Le cabinet intègre de manière transparente l'allocation d'actifs et les portefeuilles d'investissement diversifiés avec les objectifs fiscaux, fiduciaires, successoraux, philanthropiques et de bureau familial. Situé au 1099 Alakea St, Honolulu, Hawaii 96813, US ; avec des adresses supplémentaires au 444 Hana Hwy, Hana, Hawaii 96713, US ; 1304 Santa Rosa St, San Luis Obispo, Californie 93401, US ; et 104 Gateway Center Dr, C, Paso Robles, Californie 93446, US, The Rice Partnership s'engage à fournir des conseils financiers complets.

Dans l'ensemble, The Rice Partnership vise à simplifier la vie de ses clients et à améliorer leur tranquillité d'esprit grâce à une planification financière holistique. Guider les clients dans leur vision et la mise en œuvre de leur héritage familial, qui peut s'étendre sur plusieurs générations, est une mission essentielle. Nous invitons la direction de The Rice Partnership à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en valeur ses services exceptionnels.

Key Personnel / Employees
William Lockwood CFA Ashley Wilken Charles D. Rice ASA Sarah Bredhoff

Compare Companies Side by Side

Compare The Rice Partnership with 3 companies in Financial-Services

4 Companies
Comparison Field
The Rice Partnership
The Rice Partnership
Main Company
Plancorp Wealth Management
Plancorp Wealth Mana...
View Profile
Indiana Trust Wealth Management
Indiana Trust Wealth...
View Profile
Founded Year
1983 1988
Company Size
51-200 5,001-10,000 11-50
City
Honolulu, Hawaii St. Louis, MO Padivattom, Kerala Mishawaka, Indiana
Country
United States United States United States
Skills & Keywords Comparing with main company
14 Total Skills
Wealth Management Financial Planning Investment Management Family Office Services Asset Allocation Estate Planning Trust Administration Municipal Bonds Advisory Services Core Portfolio Investment Equities Asset Management Education Investment Stocks
9 Total 1 Common 8 Unique
Match 7%
Common Skills:
Estate Planning
Unique Skills:
Business Advisory Services Endowments & Foundations Fee-Only Advisors Fiduciary Fiduciary Investing Philanthropic Planning +2
8 Total 8 Unique
Unique Skills:
Currency Futures Derivatives General Insurance Life Insurance Margin Trading Mutual Funds +2
33 Total 1 Common 32 Unique
Match 7%
Common Skills:
Estate Planning
Unique Skills:
advisory solutions Business Retirement Plans Business Succession Planning Corporations Custody of Assets Employee Benefit Plans +26
4
Total Companies
1983
Oldest Founded
1
Countries
62
Unique Skills

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Alternative Company Names

This company is also known as

The Rice Partnership 莱斯合伙公司 द राइस पार्टनरशिप شراكة الأرز Райс Партнершип