Page 5 - MFO - Short 10.2024
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Pacific Capital Family Office Resources











































      1. Tax, Trust & Estate Planning                            2. Access to Cash

                                                                 Management & Lending






                                                                      Residential Mortgage Loans





                       Tax Team                                       Third-Party Lenders



                                                                      Margin


                          Estate
                                                                      Securities Based Lending
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