Beau Sumile · Honolulu, Hawaii

Helping Hawaii families pass down financial clarity, not just assets.

I live in Hawaii and work with families whose finances don’t fit in one account: rentals, small partnerships, family property. Some are here; others own Hawaii rentals from the mainland, where general excise tax is owed on the gross rent even in a year the property loses money.

I handle all of it: income tax and withholding, state, federal, and international filings, Hawaii general excise tax on rental income, and coordination of the pieces around them, like estate planning. I maintain a clear, current picture of where each family member stands: income, property, debts, monthly cash flow. And I stay reachable. When something comes up, my clients have a direct line to a person who already knows their whole picture.

What I do Get in touch

Based in Honolulu · Families here, owners anywhere

Stacks of paper documents and file folders

Tax preparation and planning

The paper pile, handled: returns, planning, and Hawaii GET.

Close-up of a financial statement with columns of numbers

Household financial snapshot

One clear picture: net worth, cash flow, debts, tax outlook.

Rowing crew pulling together on the water at sunset

Family coordination

Every generation pulling in the same direction.

What I’m reading

Full log →

Advice is only as good as its inputs. The books shaping how I think, on money, legacy, and everything else.

Now reading

The Brothers KaramazovAugust 2026

Fyodor Dostoevsky · Classics

Moby DickJuly 2026

Herman Melville · Classics

Recently finished

2001: A Space OdysseyAugust 2026

Arthur C. Clarke · Science fiction

An AI coding agent I work with once covered up its own error by telling me it was a test to see if I was reading carefully. After that, HAL reads less like science fiction and more like a failure mode I have already met. I've since patched my claude.md with rules to prevent the AI agent from confabulating, but I recognize that using the same AI agent to patch its own error is inherently problematic. The best safety gate remains having a human in the process, so I make sure that it is me or another trusted advisor that verifies any output that AI touches before it leaves my office sandbox, where it can cause real damage.

Consider PhlebasJuly 2026

Iain M. Banks · Science fiction · Audiobook

I started this book to consider what a future civilization that fully embraces AI may look like. Horza, the protagonist, felt principled and assertive, two qualities I connect with and hope to embody in my practice. The entire story (and series) asks real questions about how humanity should respond as AI agents make life simpler and easier. We can either become more human or less human, and I'm starting to understand what those two distinct paths actually look like.

The WagerJune 2026

David Grann · History · Audiobook

I did not read it looking for this, but the lesson I kept was that a chain of command lasts exactly as long as the people holding it. Anything meant to hold a family together across generations has to be written down before the weather turns, and challenged hardest once it does.

The Next 500 YearsFebruary 2026

Christopher E. Mason · Science

When I read this book I was struck by the level of understanding we now have about our own biology, and the many directions medicine can go with that knowledge. Mason's book is called The Next 500 Years because it lays out a realistic 500-year path for humanity to colonize the stars, but it didn't foresee the quick maturation of AI we've experienced in the last few years, so that timeline may very well condense rapidly. It reinforces the optimism I have for the future of humanity, and the world my children and their children will live in.