Partnering With Family Offices

Helping to preserve, manage, and grow families’ financial legacies

Partnering With Family Offices

We have worked with single- and multi-family offices and high net worth individuals for more than 50 years, with a dedicated focus on preserving and enhancing families’ assets. In partnering with these families, we believe that the key to achieving these goals is listening.

Solutions for Family Offices

Recognizing that no two family offices are alike, we offer a broad suite of client solutions and analytics that we can customize to address your needs and help maximize possibilities for you.

PIMCO Client Solutions & Analytics

Uncalled Capital

Liquid interim strategies for
earmarked assets

Liquidity Management

Liquidity solutions for specific
investment goals

Customized Fixed Income

Fixed income allocations across
the risk and return spectrum

Alternative Strategies

Hedge fund and
private debt strategies

Downside Risk Management

Stress testing and downside
risk mitigation strategies

Strategy Analytics

Analysis of manager style and
investment performance
PIMCO Client Solutions & Analytics

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Family Capital Insights

Family Offices & PIMCO: A Long‑Term Partnership

Family offices are increasingly focused on strategic relationships that offer investment and analytical expertise across multiple asset classes.

Family Capital Insights

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Disclosures

All investing involves risk and may lose value.

Strategy availability may be limited to certain investment vehicles; not all investment vehicles may be available to all investors. Please contact your PIMCO representative for more information. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation.

This material contains the current opinions of the author but not necessarily those of PIMCO and such opinions are subject to change without notice. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world.©2021, PIMCO. Pacific Investment Management Company LLC, 650 Newport Center Drive, Newport Beach, CA 92660, 800-387-4626.

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