The Client Experience
“You walk a high road. The questions you seek to answer on behalf of your family are not ordinary. Potential abounds. Opportunities appear endless. But today is more complex than yesterday, and all paths forward are not equal.
Your experience here will be uncommon. Your family will benefit for generations to come.”
Uncommon Investment Opportunities
Our history, investment expertise, and long-standing relationships enable us to source and evaluate uncommon investment opportunities for our clients.
Digital Experience
The new state-of-the-art online and mobile Client Portal makes it easier, more secure, and more efficient to view your account information and engage with your Pacific Financial Advisors team.
Lifestyle Advisory Services
We are pleased to offer our clients and their families special access and privileges through a handful of thoughtfully vetted and selected partners – each preeminent providers in their respective fields – providing highly personalized support on how to simplify, navigate, and elevate modern life.
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.