Outsourced CIO & Family Office Investment Management
Individuals and families with significant investable assets often require sophisticated investment capabilities without the cost and complexity of building a full internal family office. PAC Capital provides an outsourced investment management solution designed to bring institutional investment expertise together with the personalized attention of a family office without the need and cost of creating your own internal family office.
PAC Capital specializes in the investment needs of high-net-worth and ultra-high-net-worth individuals and families. Beginning with a comprehensive Investment Policy Statement, we work with each family to construct and manage a portfolio around its objectives, future liquidity needs, risk parameters, tax considerations, charitable giving objectives, asset-liability considerations, and broader investment requirements.
Our investment process encompasses asset allocation, portfolio construction, security research, implementation, tax-aware investment management, liquidity planning, and ongoing risk management. Where appropriate, PAC Capital can evaluate public and private investment opportunities and coordinate investment decisions with a family's tax, estate, philanthropic, and other professional advisers.
For families with assets held across multiple custodians, managers, or entities, PAC Capital can also assist with consolidated investment reporting, investment policy and compliance monitoring, performance measurement and attribution, and ongoing portfolio oversight.
