Wealth Management

Capital that outlives generations.

Discretionary portfolios, trust architecture, and philanthropic structures designed to compound across decades — not quarters.

Mandate

Wealth, treated as a balance sheet.

Wealth management at Pacific Crest is the integrated stewardship of everything a family owns: liquid investments, operating businesses, real estate, art, and the structures that hold them. We do not separate the portfolio from the rest of the balance sheet, and we do not write advice that ignores the tax bill it produces.

Each client receives a single annual report consolidating all positions, regardless of where they are held or who manages them. That report is the basis for every decision we recommend.

Capabilities

Four pillars.

01

Discretionary Mandates

Actively managed portfolios across equities, fixed income, real assets, and private markets. Each portfolio is bespoke — there is no model to choose from.

02

Trust & Foundation

Cayman, Liechtenstein, Jersey, Guernsey, and Singapore structures crafted with our in-house legal counsel and your tax advisors. Standalone or integrated with a private trust company.

03

Private Markets

Co-investment access alongside Pacific Crest partners in venture, growth, infrastructure, and secondary opportunities. Average commitment USD 1m–5m per opportunity.

04

Philanthropy

Donor-advised funds, foundations, and impact mandates with transparent governance, full reporting, and grant-making support across borders.

Reporting

One statement, every quarter.

Consolidated balance sheet

All assets and liabilities, across every custodian and entity, in a single base currency of your choice.

Performance attribution

Returns broken down by asset class, manager, and currency — with explicit comparison to your written objectives.

Tax & compliance pack

CRS-ready data file, capital-gains schedule, and a written commentary on any material new exposure.

Investment process

From intent to allocation.

  1. 1. Investment policy. A written statement of objectives, drawdown tolerance, liquidity ladder, and excluded sectors.
  2. 2. Strategic allocation. Target weights set across asset classes for a 5–10 year horizon.
  3. 3. Tactical positioning. Quarterly tilts within agreed bands, signed off by the investment committee.
  4. 4. Manager selection. Internal and external managers selected on a fee-neutral basis. No retrocessions retained.
  5. 5. Review. Quarterly performance review and an annual policy refresh, both in person where possible.

Minimums & fees

What it takes.

Minimum mandate

USD 5,000,000 in invested assets.

Discretionary fee

0.65–0.95% all-in, scaled by mandate size.

Structuring

Quoted per project; trust set-up from CHF 25,000.

Reporting

Included. No additional charge for consolidated reporting across third-party custodians.

Next step

Discuss a mandate.

A confidential conversation with a senior portfolio manager and a wealth-planning partner, together.

Request Introduction