Wealth Management

Comprehensive Capabilities

Extensive Resources for Managing Wealth

As a PAMCO Private Wealth Management client, our firm 's extensive range of world-class talent and global resources are at your finger tips. Your Private Wealth Advisor can help you manage your wealth by connecting you to our personalized resources, which are among the most sophisticated and extensive available to investors.

Investment Management
  • Investment Policy Statement
  • Tax Efficient Asset Allocation
  • Portfolio Construction and Management
  • Open Architecture Platform
  • Morgan Stanley Proprietary Investment Opportunities
  • Exclusive Co-investment Opportunities
  • Money Manager Due Diligence Research
  • Alternative Investments

Risk Management
  • Hedging Strategies
  • Concentrated / Restricted Stock Advice
  • Interest Rate Risk Management
  • Currency Exposure Strategies
  • Insurance Solutions

Financial Planning
  • Goals-Based Planning
  • Cash Flow Planning
  • Retirement Planning

Trust, Estate & Legacy Planning
  • Wealth Transfer and Trust Strategies
  • Current Will, Trust and Insurance Review1
  • Foundation and Other Charitable Giving Strategies
  • Stock Option Analysis
  • Creditor Protection
  • Pre-liquidity Planning
  • Coordination with Outside Legal and Tax Advisors1

Family Office Services
  • Family Governance and Dynamics
  • Philanthropic Services
  • Educational Programs
  • Custody
  • Performance Management
  • Lifestyle Advisory3
  • Health Advisory3
  • Personal Security3

Balance Sheet Management
  • Securities Based Lending (Secured)
  • Residential Real Estate Financing
  • Comprehensive Tailored Lending Solutions
  • Financing of Restricted Stock
  • Cash Management Services
  • Access to Financing of Aircraft, Sports Teams and Art3
  • Access to Commercial Lending

Corporate Services
  • Directed Shares, Stock Plans, 10b5-(1) Programs
  • Capital Markets and Investment Banking Interaction
  • Cash Management Services
  • Retirement and Pension Plans

1 PAMCO and employees do not provide tax or legal advice.
3Products and services are provided by third parties, not PAMCO.

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