Growing the portfolio of investments are part of a renowned family’s long-term strategy.
Our role is to assist in safeguarding the legacy of this wealth by developing comprehensive estate and succession plans that ensure the smooth transfer of assets to future generations.
PACEM supports heads of the family to structure ownership entities, establish trusts and implement strategies that further grow the investment portfolio, whilst minimizing estate and succession taxes. We also help regulate budgets by monitoring cash flows and expenditures; managing lifestyles, allowances, college funds, retirement plans and even securing generational nest eggs.
We manage the human and social dimensions of each Family capital for generations, especially in the inevitable succession process.