Pacific Point Wealth Management

Pacific Point operates as a multi-family office, serving a concentrated number of wealthy families from its Irvine, California base. This structure allows each family to benefit from shared administrative infrastructure, aggregated investment purchasing power, and centralized tax and estate planning resources, while retaining individualized attention.

Pacific Point sources both public-market and private-market investments on an open-architecture basis. For private equity, private credit, and real assets, the firm typically accesses opportunities through fund commitments, direct co-investments alongside established managers, and separately managed accounts. It aggregates family capital to meet institutional minimums and negotiate favorable fee schedules.

Pacific Point is structured as a fee-only registered investment advisor (RIA), meaning its compensation comes directly from client advisory fees rather than commissions or product sales. This fiduciary model eliminates the incentive to distribute proprietary investment products or generate transaction-based revenue, a structural difference from many private banks and wirehouses operating in the family-office space.

Pacific Point offers both discretionary and non-discretionary investment management arrangements, depending on a family's governance preferences and the complexity of their balance sheet. Discretionary mandates give the firm authority to execute investment decisions within agreed policy guidelines; non-discretionary structures require client approval before trades.

Tax and estate planning are integrated directly into the firm's advisory framework rather than outsourced to external professionals on an ad-hoc basis. The firm's advisors coordinate asset location, tax-loss harvesting, gifting strategies, and trust structures alongside portfolio construction, aiming to optimize after-tax outcomes across multiple generations.