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FAQ






        Who does Pacific Capital primarily work with?

        How can I become a client?
        At Pacific Capital, we specialize in serving successful entrepreneurs and their families from all
        over the world who have $25 million in investible assets and seek a personalized, team-based
        approach to managing their complex financial lives.


        Our clients are often navigating major liquidity events, overseeing multi-generational wealth, or
        seeking clarity amid a web of advisors. If you're ready to simplify your financial world and
        partner with a dedicated team of experienced fiduciaries, we invite you to reach out and start a
        conversation. You can schedule a Goals Conversation here.



        How does Pacific Capital get paid?
        We are a fee-only fiduciary firm. This means our compensation comes solely from the advisory
        fee we charge our clients — not from commissions, product sales, or kickbacks from investment
        companies. Our transparent fee structure eliminates conflicts of interest and ensures complete
        alignment with your best interests. We believe that trust begins with clarity, and we are proud
        to operate without hidden fees, third-party incentives, or sales-based compensation of any kind.



        What is a fiduciary?

        A fiduciary is legally and ethically obligated to act in your best interest at all times. At Pacific
        Capital, this means we provide advice that is objective, transparent, and free from conflicts of
        interest. Unlike many financial professionals who may operate under a lower suitability standard,
        fiduciaries are required to prioritize your goals and financial well-being — not commissions or
        product sales. It's a higher standard of care, and one we proudly uphold in every aspect of our
        relationship with you.



        What is a Family Office?

        A family office is more than a financial advisor — it's a long-term partner dedicated to preserving and
        growing wealth across generations while aligning with your family’s values, goals, and legacy.

        At Pacific Capital, our family office model offers curated financial guidance, advanced planning
        strategies, and lifestyle support for high-net-worth entrepreneurs and their families. From managing
        liquidity events to coordinating estate and philanthropic plans, we help you steward your wealth with
        clarity and purpose.
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