How we do what we do

Exclusive to clients of PANGEA Private Family Offices is dedicated access to your own Family Wealth Executive. As your primary point of contact, your Family Wealth Executive is your most valued advisor because they commit the time to get to know your family better than any of your current advisors. Building a relationship with your Family Wealth Executive means never having to retell the private details of your personal life to any other advisor, ever again.

As we build your private family office, your Family Wealth Executive orchestrates all steps of our proprietary 5 phase process. This process involves assembling a professional team of advisors from our private network, with whom you can comfortably work, to bring your vision to life. Where you direct us, we will also partner with your existing advisors as appropriate. The 5 phases are repeated throughout our relationship to ensure your family wealth strategy remains current by accurately reflecting new changes in your life, family and business. Your private family office operations are periodically reviewed and updated in accordance with the identified changes.

Our Family Circle of Wealth™process: Positive, Mindful, Human

5Phases