ABOUT
MEET BRIAN B. LEE
Brian Lee, a principal of E’BUS Consulting, LLC, specializes in Business & Estate Planning. A large part of his business concentrates on exit strategy programs for family owned businesses. Because of his unique approach toward planning, Brian is often sought out by some of the largest financial institutions in the country to lecture, teach and consult with their clients.
Recognized by his peers and students as the “Frank Lloyd Wright” of planning because of his often unorthodox approach, Brian’s passion for planning is only surpassed by his desire to teach others. More recently, through his students enrolled in his Continuing Education Accredited program, Brian is passing on his knowledge to the next generation of financial and insurance professionals.
Brian maintains that planning should not only center on money and taxes. The real issues of planning consists of the true life dynamics inherent in every family unit. As a consultant, he focuses on three important areas: educating the client, asking the right questions, and providing clients with available options to obtain their goal(s).
AREAS OF EXPERTISE
Able to close the gap between parties and coordinate the planning among the client’s professional advisors.
Unrivaled in determining innovative out-of-the-box alternatives based on his uniquely wide range of expertise.
Understands the complexities of family dynamics, individual quirks and corporate hierarchy and works to create uniquely tailored solutions.
Able to minimize tax obligations and maximize asset protection during ownership transitions and successions.
Works to ensure that cases are resolved in a timely, efficient and diligent manner to minimize emotional costs and litigation.
PEACEMAKER SERVICES
Brian provides and promotes highly effective family and partnership dispute resolution services. While fostering understanding and use of alternative disagreement solutions, he is able to bring all parties together via peacemaking sessions to come up with a suitable solution for everyone.
Through cost and time effective dispute prevention and resolution procedures, Brian is able to successfully navigate and resolve all types of complex legal, business, family and interpersonal disputes. He proves that peacemaking is a valuable tool and an indispensable resource for parties seeking cost-effective alternatives to expensive and often time-consuming litigation.
CLASSES / SEMINARS:
Hawaii Continuing Education classes for insurance producers, CPAs and CFPs.
Free Classes for the Community: Start up Saturdays and Estate Settlement
AIG (Houston): Advanced Business and Estate Planning 4-day course
General American Life Insurance Company: Instructor for 8 years in the Advanced Business and Estate Planning School
SPEAKING ENGAGEMENTS:
Olelo guest speaker
California Foundation of CPAs
Hawaii Society of CPAs
Various CLU chapters
Marriott School of Management, Brigham Young University, Utah
Business Exit Conference, UC Riverside, California
Financial Service Professionals Annual Meeting
BOOKS AND PUBLICATIONS:
Journal of Financial Services Professional Article: “Why 95% of Estate Plans Fail”
Business Marketing Volumes I, II, and III
Marketing through Estate Planning
AFFILIATIONS:
Society of Financial Service Professionals
Hawaii Estate Planning Council
NASBA - National Association of State Boards of Accountancy
National Association of Insurance and Financial Advisors
Hawaii Tax Institute Advisory Board