Achieve Your Family's

Vision of a Lasting Legacy

Learn how Harmon Kong empowers families with purposeful financial plans and stronger bonds.

Family Wealth Advisor

Focused on helping families establish a lasting legacy.

Inspired by the Hawaiian Concept of Ohana

Empower your family and strengthen your bonds for generations to come.

Harmon’s Message

Discover practical strategies for legacy planning, creating unity, and achieving financial freedom.

Values Over Valuables: Daring to Live the Life Money Can’t Buy

In his new book, Harmon challenges families to prioritize relationships and values over mere financial gain. He offers clear guidance on effective communication and legacy planning to support deeper family unity and fulfillment. Values Over Valuables is ideal for families and wealth managers alike, showing how true satisfaction and peace go far beyond numbers in a financial report.

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Harmon Kong | Family Wealth Advisor

Ohana is the Hawaiian term for “family.” It embodies the sense of community and mutual support that Harmon Kong brings to his wealth management practice. In his work with clients, he combines his financial expertise with deep personal values to help families build meaningful plans. Drawing inspiration from his heritage, he emphasizes the importance of family unity and ethical stewardship, guiding families to invest their time and resources where it matters most.

Learn How to Transform
 Wealth into Legacy

In his public appearances, Harmon emphasizes the emotional aspects of wealth management, advocating for family meetings to maintain open communication and prevent dysfunction. Drawing from his family experiences and Hawaiian heritage, he encourages families to identify core values and ensure their wealth serves a greater purpose.

Harmon covers how to overcome common behavioral patterns that hinder financial success. He also explores using wealth to support the well-being of loved ones. His talks provide practical strategies for legacy planning, creating unity, and achieving financial freedom grounded in ethical stewardship.

Harmon’s Expertise

Family Unity Planning

Values-Driven Wealth

Ohana

in Finance

Multigenerational Legacy Planning

Philanthropy
and Purpose

Overcoming Financial Dysfunction

Family Resources: Build Your Legacy Together

Create a lasting legacy with Harmon Kong. Our Family Resources page offers free worksheets to help you align your financial plans with your family’s values and traditions.

Ready to Discover Your Family’s True Values?

Designed to help you explore and understand your core family values, this tool provides actionable insights to enhance your approach to generational wealth.