WELCOME TO

ADVANCED

LEGACY & INVESTMENT SOLUTIONS

Your global gateway to wealth and tax solutions for the 21st century

The world is changing faster than ever. The global revolution in finance is happening now. Secure your future now with ALIS and gain access to world class asset managers and industry professionals.

oahu

Who we are

Over forty years ago, ALIS had its start as Insurance Partners, Inc., a life and health brokerage firm to support local property and casualty agents. From those humble beginnings in the middle of the Pacific, the firm was rebranded in 2015 as Advanced Legacy & Investment Solutions to reflect the global scope of services now offered by the firm. ALIS now oversees half a billion in in-force coverage and $150 million in premiums and assets under management.

alis building

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What we can do for you

Our ultimate goal as a B2B service provider is to become your trusted guide, connecting you to best- in-class experts to offer a seamless, one-stop experience for clients.

Instead of navigating these complex fields on your own, we streamline the process by providing tailored solutions that align with your goals. Whether you’re optimizing tax strategies, securing the right insurance, or securing capital, we orchestrate it all—ensuring you have the right professionals by your side every step of the way.

Our portfolio of solutions

inheritance planning

Inheritance Planning

Life insurance-based solutions to make sure your family has the cash to protect your legacy. Financing options available.

hnw investments

HNW Investments

Rare access to our select investment partners, who average double-digit returns, regardless of market conditions.

private client services

Private Client Services

Our most expertise-intensive service involves giving your clients direct access to U.S. capital markets, both equity and fixed.

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