Page 7 - MFO DEMO 10.2024
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PACIFIC CAPITAL FAMILY OFFICE



                                                         Advanced Tax Planning


                                                         Fiduciary Investment Management


      WEALTH MANAGER                                     Health Advisory
                                                         Lifestyle Advisory

         Financial Planning                              Family Counsel


         Estate Planning                                 Philanthropy Management

         Insurance Solutions                             Estate Coordination

         Cash Management                                 Business Advisory

         Education Planning                              Financial Planning


         Strategic Asset Allocation                      Estate Planning

         Portfolio Construction                          Insurance Solutions

         Trading & Execution                             Cash Management

                                                         Education Planning

                                                         Strategic Asset Allocation

                                                         Portfolio Construction

                                                         Trading & Execution
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