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Financial & Advisory Services · The Summit — Wealthy / Ultra-Wealthy

Pacifica Trust Group — Estate Advisory Suite

About this location

A by-appointment-only office offering family governance strategy, asset structuring, and legacy planning for residents and long-term landholders.

Type: Ultra-high-net-worth wealth and estate management firmHeadquarters: Cedar BayTier: By appointment only. No walk-in clients. No storefront energy.Pacifica Trust Group manages family governance strategy, generational asset structuring, estate planning, and long-horizon wealth protection for clients with significant holdings. It does not advertise. Clients are referred exclusively through existing relationships. An introduction to Pacifica means someone with access vouched for you.City Presence:Cedar Bay — Headquarters in Downtown. Summit Estate Advisory Suite handles Summit neighborhood clients separately.Avalon Heights — Satellite office serving legacy banking families and institutional investors.Hayter Pointe — Satellite office serving oil family trusts and ranch land estates.Lakewood Falls — Satellite office serving industrial legacy families and hospital executives.Ruby Springs — Satellite office serving legacy resort and entertainment families.Banning Shores — No presence.--## FAMILY HOLDING & PRIVATE INVESTMENT COMPANIES--This section contains the primary family holding companies that coordinate the modern legacy power structures of the four major cities. Individual operating companies remain legally and operationally distinct unless otherwise noted.

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