Trusts & Foundations · Trusts & Foundations
Serving Beneficiaries Across Generations
Whether a trust holds family wealth, a legal settlement, or a legacy, the structure should serve its beneficiaries over the whole time horizon.
Our view
Pacific Advisory Group works with trustees, attorneys, and families to review structure, document decisions, and plan prudently.
How PAG Helps
| Area | How PAG Helps |
|---|---|
| Trust investing | Investment strategy review for family, dynasty, and irrevocable trusts. |
| Settlement trusts | Review and fiduciary oversight of court-awarded funds. Investment management is available through our affiliate The Pacific Group where engaged. |
| Wealth transfer | SLATs, GRATs, and ILITs, coordinated with your attorneys. |
| Distribution planning | Distribution policy design and beneficiary education. |
| Asset protection | Structuring for creditor and liability protection. |
| Trust-held life insurance | Permanent life insurance, including index universal life, within trust structures. Placement is available through our affiliate Pacific Risk Management Group. |
| Investment strategy | Strategies matched to the trust’s purpose, beneficiaries, and time horizon. Management is available through our affiliate The Pacific Group. |
Let’s Talk About What’s Next
Start with a confidential conversation. We’ll review where you are, show you your options, and you decide what comes next.
Schedule a Confidential Consultation
Pacific Advisory Group, LLC (310) 807-0140