Family Office Services
We have established and seamlessly integrated a set of investment opportunities and lifestyle services suited to the complex needs of high-net-worth individuals and families.
Advisory Services
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A valuable service that leverages a person with knowledge of estate and tax planning, recent legislation, and a view of a client’s entire financial picture to help fill gaps in a client’s understanding and tie the counsel of external advisors to the financial firm’s resources, creating an unbroken chain of objective, holistic, and relevant advice.
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We offer philanthropy expertise to provide you with a functional foundation to help you build and manage your charitable program.
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Families utilize trusts to accomplish specific goals such as passing wealth and values to future generations and implementing strategic tax planning. Every family we serve has unique qualities and perspectives. Our approach considers the totality of their goals and objectives to create legacies that can be lived, maintained and transferred to future generations.
Connect with our Legal team at Dyalwolf.com for more information regarding Trust & Estate Planning
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We believe that even the most complex financial situations can be presented logically and intuitively with consolidated financial reports that are tailored and personalized to your specific situation and needs, and that cover key drivers like net worth, estate balance sheets, and cashflow.
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We conduct individualized planning for next-generation family members and offer family education on a wide array of financial topics.
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We want you to think about your wealth across multiple generations and help you develop a governance structure that is tailored to your goals and your family’s dynamics.
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We engage your entire family in a holistic approach to education and planning for the financial issues that arise in the natural course of life.
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We provide a consultative approach to delivering bespoke client solutions across the insurance spectrum.
Asset Management
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We help our clients design highly bespoke, multi-asset investment strategies and solutions tailored to their objectives and interpretation of risk.
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We publish our latest thinking on issues and events in the economy and the financial markets to assist our clients in understanding impacts and opportunities for their investment portfolios.
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We offer a menu of competitively priced investment opportunities and product offerings across the full spectrum of asset classes.
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We employ a thorough, disciplined, and repeatable multistage approach to constructing and maintaining a focused list of compelling asset managers with attractive growth prospects.
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We construct investment portfolios through a cohesive process of strategic asset allocation and tactical tilts that seek to maximize risk efficiency by capturing a diversified collection of potential return drivers on both the asset class and the product levels.
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We assist in tapping into the synergy of integrated planning by providing complementary investment advice to clients’ income and estate tax planning and charitable gifting strategies.
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We provide a robust cash management capability, including customized liquidity solutions, seamlessly delivered through the Axos Bank client portal and iPhone app.
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We offer Structured Solutions designed to provide market returns while mitigating downside exposure.
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Item We conduct regular reviews to help ensure that clients’ portfolios are closely aligned with their investment objectives and are appropriately positioned based on the current macroenvironment.
Trust & Fiduciary
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The Trust Companies comprise two strategically aligned entities – – that enable our advisors to offer clients across the country premier trust administration services that take advantage of Nevada’s and Delaware’s favorable and well-developed trust laws, such as those pertaining to directed trusts and dynasty trusts.
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Seasoned tax and trust planning specialists will meet with you and your advisors to discuss your estate planning goals, and to define oversight, guidance, and administration protocols that will keep your plans current and on track to meet their objectives.
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Our advisors can assist with a full range of philanthropy needs from simple to complex and from idea through execution. We will assist in the creation of a personalized philanthropic vison for you and your family and will connect you with expertise and resources to make your vision a reality.
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Our foundation administration services assist trustees in the creation of financial plans that are tailored to each foundation’s unique circumstances and objectives, and that are compliant with charitable rules and regulations.
Lifestyle Advisory
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A flight desk powered by Wheels Up, with a dedicated team for Pacific Financial clients, to consult and advise based on the specific travel needs of your family and business.
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Concierge health support for you and your family, delivered to clients through MD² ® (MD SQUARED®), the most distinguished network of concierge medical practices across the country, is both rare and remarkable.
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Summus, a virtual specialty care platform, leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns. Pacific Financial clients have access to a powerful specialist physician network and medical advisory team, available by phone or video within days and from anywhere in the world.
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Homethrive is a unique benefit that can help with everything related to aging, elder care or special needs. With Homethrive, families get peace of mind and dedicated help at their fingertips.
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Global Rescue pioneered the concept of worldwide field rescue and has served more than 1 million members. Their team of military special operations veterans, paramedics, physicians, and nurses is available to assist members at a moment’s notice, 24/7. Global Rescue’s intelligence team keeps members apprised of important events and trends in 200+ nations and principalities.
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Professional security for Pacific Financial clients, provided by Clark International. Includes executive protection, travel protection, and threat management services, as well as security training and public information analysis.
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A comprehensive, global services group for expert live and online auctions, art, jewelry, and other valuable collections through partnerships with The Fine Art Group and Christie’s.
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Unlike traditional real estate agents or brokers, who are focused on transactions, our real estate advisor partners work closely with your Private Wealth Manager to craft the best scenario for your financial goals and situation.