The Great Wealth Transfer
Over the next two decades, an estimated $84 trillion in assets will transfer from Baby Boomers to younger generations, the largest intergenerational wealth shift in history. Hawaii real estate is at the center of this transition.
For heirs navigating inherited properties, owners planning exits, and strategic buyers seeking opportunities, understanding this transfer is essential. The article explains the dynamics at play and how to position yourself for success in this changing landscape.
Read the full articleGreat Wealth Transfer, Hawaii, structure intelligently, execute cleanly
I help owners, heirs, and strategic buyers transition real estate and operating businesses with clarity. Faster decisions, cleaner terms, less friction, better outcomes.
- Heir friendly sale strategy, certainty, privacy, respectful execution
- Strategic buyer sourcing, underwriting support, negotiation, close coordination
- Creative structures, seller financing, sale leaseback, operator alignment
Offerings
Choose a lane, or stack them. All work is built around speed, clarity, and alignment across parties.
| Tier | Deliverable | Ideal for |
|---|---|---|
| Strategic Transition Map | One time sale strategy, positioning, pricing logic, and a next step execution map | Heirs and owners needing clarity before listing or approaching buyers |
| Buyer acquisition sprint | Sourcing, underwriting support, negotiation strategy, and close coordination | Strategic buyers seeking off market opportunities and clean execution |
| Structure and capital support | Seller financing and lease structure options, investor and lender ready narrative packet | Deals with complexity, timing pressure, or operator plus real estate alignment |
| Ongoing advisor | Monthly calls, deal review, term shaping, and accountability to maintain momentum | Active investors, multi asset owners, and operators running multiple threads |
A recent testimonial from a family office client captures how I work:
"Bryan has been an incredible partner to our family and to Nobiluxe, representing us in both commercial and residential investments totaling over 9 million dollars. His professionalism, honesty, and calm approach gave us complete confidence, even in the most complex negotiations. He understands our goals and guides us strategically toward the right opportunities. Working with Bryan has been both successful and genuinely enjoyable for our entire family."
Ms. Sisi Yang – Nobiluxe
Case study, operator plus real estate alignment
A common Great Wealth Transfer pattern is an inherited property paired with an operating business, where the clean solution is to separate ownership and align incentives.
We structured a property acquisition alongside an operator purchase of the business, including equipment and a transition plan. The goal was a clean exit for the seller, continuity for customers, and bankable terms for the incoming parties.
- Separate real estate and operating business economics, so each buyer underwrites cleanly
- Align lease terms with operational reality, utilities, maintenance, and capital expenditure responsibilities
- Prepare a lender and investor ready packet to reduce approval cycles
Media
Interviews and shorts that show how I explain deals, structure, and negotiation.
Luxury Real Estate, Structured for Lifestyle and Yield
Articles and resources
Click on any article to view and download the full content.
Book a call
Use the form, or email directly. If you already have a timeline and an address, include it, it speeds everything up.
- Asset address and current use
- Timeline and desired outcome
- Any constraints, tenants, financing, family dynamics, deferred maintenance
Website, transpacrealty.com
