Concierge Services

Family Governance

PCM Family office creates a cohesive framework to address the evolving dynamics of families. They craft a mission statement covering four key family aspects : human capital, intellectual capital, financial capital, and social capital.

Concierge Services

Trust & Estate Planning

Working closely with families and their attorneys, PCM ensures precise expression of clients’ wishes in trust and estate planning documents. They leverage their understanding of family dynamics and financial expertise to optimize tax efficiency in estate planning.

Concierge Services

Family Office Administration

PCM provides essential administrative support, including corporate registration, deal sourcing, acting as a central point of contact for business activities, bill pay processing, reporting, facilitating banking operations, and vetting financial institutions.

Concierge Services

Lifestyle Management

PCM assists in designing a lifestyle that aligns with the family’s goals and achievements. They create a family financial plan to meet goals, offer financial advice for adapting to changing objectives, and consolidate financial statements to provide a comprehensive view of wealth.

Concierge Services

Investment Reconciliation

PCM operates independently from financial institutions, ensuring an unbiased stance on investment performance, as well all banking solutions. They conduct meetings with client firms to align objectives and expected returns. If existing providers fall short, PCM facilitates meetings with alternative financial institutions, to meet the goals of their clients.

Concierge Services

Family Philanthropy

PCM guides families in formulating financial strategies to fulfill their philanthropic goals, seamlessly integrating philanthropy into trust and estate planning documentation.

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