The Pamela Yoon Group’s private client wealth management practice helps families achieve their financial goals. Our client’s lives are unique and so is our service and advice. Partnering with your family, we do a deep discovery into your specific goals and desires. We then leverage our experience and resources to build a comprehensive solution designed specifically for you.
Hear what our clients say about us
Discovery
Understanding what financial success means to each client is the foundation of our long-term partnership. We take the time to explore your aspirations, whether it’s preserving wealth, growing assets, or creating a legacy. By aligning our strategy with your personal and financial goals, we ensure a customized approach that reflects your unique definition of success.
Integrated Financial Plan
High net-worth individuals require a comprehensive strategy that goes beyond investment management. Our integrated financial plan encompasses estate planning, tax efficiency, philanthropy, cross-border tax & wealth planning and business succession to optimize every aspect of your financial life. By coordinating with legal and tax professionals, we deliver a seamless, holistic approach to wealth preservation and growth.
Customized investment policy
A one-size-fits-all investment solution does not work for sophisticated investors with complex financial needs. We develop a tailored investment framework that considers your risk tolerance, liquidity needs, and long-term objectives. By leveraging diversified asset classes and alternative investments, we build portfolios designed to enhance returns while managing downside risks.
Portfolio construction
Constructing a portfolio requires a balance of strategic asset allocation and tactical flexibility. We integrate equities, fixed income, commodities, and alternative investments to build a resilient portfolio designed to fulfil our clients’ financial goals. Our focus is on optimizing returns while mitigating risks, ensuring your wealth is positioned for both stability and growth.
Active oversight and risk management
Proactive risk management is crucial for safeguarding wealth in an ever-changing market. We continuously monitor portfolios, adjusting allocations to capitalize on opportunities and hedge against potential threats. With active oversight, we provide clients with confidence that their wealth is being managed with precision and foresight.
Top Questions Wealthy Families Ask Thinking through what matters the most
1. Am I wealthy?
2. What does passing on values on to the next generation look like?
3. What does wealth mean to us?
4. How to think through using resources that exceed my personal needs?
5. What are the most important factors in living well?
6. Does family history matter?
7. What are the key considerations in crafting my legacy?
Planning thoughtfully
1. Is it worth having a financial plan?
2. How can we preserve a beloved family vacation home or estate?
3. What is the right balance between saving and spending in retirement?
4. How do we prepare for a good goodbye?
5. How do we start a family conversation about prenuptial arrangements?
6. How can we preserve a beloved family vacation home or estate?
Investing wisely
1. How can we make sure our portfolio lines up with our actual goals?
2. How should I understand and deal with investment risk?
3. What return should we expect from our investments?
4. What is the most useful definition of risk for family investors?
5. What should our asset allocation be?
6. Is active management still worthwhile?
7. Does investing have to be complicated?
Raising the rising generation
1. How do we raise responsible, independent and productive children (vs entitled trust fund babies)?
2. How much money should we leave to our children and when?
3. How can we help children thrive in a world focused on success?
4. How do we start a family conversation about financial inheritance?
5. How can we avoid the negative impacts of giving money to family members?
6. How can our family encourage financial literacy in every member?
7. How can families support both individuality and a shared dream?
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