Page 1 - FAQ 2023 - PUBLIC FILE
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FAQ
What's a Fiduciary?
As a fiduciary, we are legally bound to act in your best interest at all times,
which sets us apart from the majority of financial advisors who do not hold this
standard. In fact, only 4% of advisors are fiduciaries.
How does Pacific Capital get paid?
Unlike many financial advisors, we do not receive kickbacks or commissions for
recommending certain investments. Our transparent fee structure ensures that
our only incentive is to manage your investments and financial planning needs
with your best interests in mind.
What's a Family Office?
As a family office, we offer a comprehensive suite of personalized financial
services that extends beyond traditional financial planning and investment
strategy. Our approach is designed to provide everything our entrepreneurial
client families need for their money and lifestyle goals.
Who does Pacific Capital primarily work with?
How can I become a client?
Our expertise lies in working with successful entrepreneurs and their families
with at least $10 million dollars to invest, who require a personalized, team-
based approach to managing their complex financial lives. If you're tired of
piecing together your financial management on your own or working with under
qualified professionals, we're here to help.
Do I need to be in California to become a client?
Our services are available to clients across the country and internationally. Over
60% of our business is actually outside of California, our home state. We
leverage technology to provide virtual client conversations and travel regularly
to meet with clients face-to-face, regardless of location.
