Company Overview



At The Pacific Group we provide a range of innovative financial products, services and strategies to assist corporations, businesses and their owners, members of the investment and medical communities, and high net worth individuals to preserve, protect and enhance their assets.

We differentiate ourselves by:

  • Putting our clients’ needs first
  • Providing independent and objective advice
  • Striving to render flawless and streamlined execution
  • Employing a proactive approach to delivering client – driven strategies

Whether developing financial strategies to protect one’s assets, creating customized structures to address pressing tax needs or designing highly tailored executive benefits offerings, our mission is simple: to provide innovative, forward-thinking financial strategies to our clients.

At The Pacific Group, we work alongside our clients’ legal, tax and other financial advisors to identify, design and implement effective structures and procedures toward achieving specific tangible and measurable goals.