Partnering With Family Offices

Helping to preserve, manage, and grow families’ financial legacies

Partnering with Family Offices

We have worked with single- and multi-family offices and high net worth individuals for more than 50 years, with a dedicated focus on preserving and enhancing families’ assets. In partnering with these families, we believe that the key to achieving these goals is listening.

Solutions for Family Offices

Recognising that no two family offices are alike, we offer a broad suite of client solutions and analytics that we can customise to address your needs and help maximise possibilities for you.

PIMCO Client Solutions & Analytics

Uncalled Capital

Liquid interim strategies for
earmarked assets

Liquidity Management

Liquidity solutions for specific
investment goals

Customised Fixed Income

Fixed income allocations across
the risk and return spectrum

Alternative Strategies

Hedge fund and
private debt strategies

Downside Risk Management

Stress testing and downside
risk mitigation strategies

Strategy Analytics

Analysis of manager style and
investment performance
PIMCO Client Solutions & Analytics

Our Educational and Network Programs

PIMCO offers a broad range of educational & networking programs intended to assist family offices in their efforts to effectively grow and transfer wealth across generations.

Family Capital Insights

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Higher Yields Today Create Opportunity   Video
Specialty Finance: Seize Today’s Compelling Entry Point   Video
Post Peak
Understanding the Rise in Bond Yields: Implications and Opportunities for Investors
Specialty Finance: The $20 Trillion Next Frontier of Private Credit
Major Central Banks Maintain Hard-Line Stance on Inflation

Investment Strategies

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Quick Takes: The Power of Diversification in Private Credit   Video
Investing Across the Spectrum: Part 1   Video
Unlocking Alternatives: Seeking Opportunities in Specialty Finance   Video
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Whether Pause or Pivot, Look to Bonds
The Aftershock Economy
Real Estate Reckoning

Learn How PIMCO Can Partner With and Support Your Family Office

Talk with our team today.

Family Capital Insights

Family Offices & PIMCO: A Long‑Term Partnership

Family offices are increasingly focused on strategic relationships that offer investment and analytical expertise across multiple asset classes.

Learn More 
 

Disclosures

Source: PIMCO

All investments contain risk and may lose value. Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. The value of most bonds and bond strategies are impacted by changes in interest rates. Bonds and bond strategies with longer durations tend to be more sensitive and volatile than those with shorter durations; bond prices generally fall as interest rates rise, and the current low interest rate environment increases this risk. Current reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility. Bond investments may be worth more or less than the original cost when redeemed. Collateralized Loan Obligations (CLOs) may involve a high degree of risk and are intended for sale to qualified investors only. Investors may lose some or all of the investment and there may be periods where no cash flow distributions are received. CLOs are exposed to risks such as credit, default, liquidity, management, volatility, interest rate and credit risk. Equities may decline in value due to both real and perceived general market, economic and industry conditions. High yield, lower-rated securities involve greater risk than higher-rated securities; portfolios that invest in them may be subject to greater levels of credit and liquidity risk than portfolios that do not. Income from municipal bonds may be subject to state and local taxes and at times the alternative minimum tax. Private credit and private equity are considered speculative and therefore subject to a unique set of risks. Private placements may only be suitable for persons of adequate financial means who have no need for liquidity with respect to their investment and who can bear the economic risk, including the possible complete loss, of their investment. The value of real estate and portfolios that invest in real estate may fluctuate due to losses from casualty or condemnation, changes in local and general economic conditions, supply and demand, interest rates, property tax rates, regulatory limitations on rents, zoning laws, and operating expenses. Diversification does not ensure against loss.

Investments in residential/commercial mortgage loans and commercial real estate debt are subject to risks that include prepayment, delinquency, foreclosure, risks of loss, servicing risks and adverse regulatory developments, which risks may be heightened in the case of non-performing loans. Investments in mortgage and asset-backed securities are highly complex instruments that may be sensitive to changes in interest rates and subject to early repayment risk. Structured products such as collateralized debt obligations are also highly complex instruments, typically involving a high degree of risk; use of these instruments may involve derivative instruments that could lose more than the principal amount invested. Private Credit funds will also be subject to real estate-related risks, which include new regulatory or legislative developments, the attractiveness and location of properties, the financial condition of tenants, potential liability under environmental and other laws, as well as natural disasters and other factors beyond the fund’s control. Treasury Inflation-Protected Securities (TIPS) are ILBs issued by the U.S. government. Certain U.S. government securities are backed by the full faith of the government. Obligations of U.S. government agencies and authorities are supported by varying degrees but are generally not backed by the full faith of the U.S. government. Portfolios that invest in such securities are not guaranteed and will fluctuate in value. The value of real estate and portfolios that invest in real estate may fluctuate due to: losses from casualty or condemnation, changes in local and general economic conditions, supply and demand, interest rates, property tax rates, regulatory limitations on rents, zoning laws, and operating expenses. Prospective Alternatives investors are advised that investment in the alternative vehicles are suitable only for persons of adequate financial means who have no need for liquidity with respect to their investment and who can bear the economic risk, including the possible complete loss, of their investment. Investors should consult their investment professional prior to making an investment decision.

The foregoing is only a description of certain key risks, and is not a complete enumeration of all risks to which a CRE related strategy will be subject. Each investment will be subject to numerous other risks not described herein. Alternative investments involve a high degree of risk and can be illiquid due to restrictions on transfer and lack of a secondary trading market.  They can be highly leveraged, speculative and volatile, and an investor could lose all or a substantial amount of an investment. Prospective investors are advised that investments in an  alternatives strategy or private fund is appropriate only for persons of adequate financial means who have no need for liquidity with respect to their investment and who can bear the  economic risk, including the possible complete loss, of their investment.

Socially responsible investing is qualitative and subjective by nature, and there is no guarantee that the criteria utilized, or judgment exercised, by PIMCO will reflect the beliefs or values of any one particular investor. Information regarding responsible practices is obtained through voluntary or third-party reporting, which may not be accurate or complete, and PIMCO is dependent on such information to evaluate a company’s commitment to, or implementation of, responsible practices. Socially responsible norms differ by region. There is no assurance that the socially responsible investing strategy and techniques employed will be successful. Past performance is not a guarantee or reliable indicator of future results.

PIMCO Asia Pte Ltd (8 Marina View, #30-01, Asia Square Tower 1, Singapore 018960, (65) 6491-8000, Registration No. 199804652K) is regulated by the Monetary Authority of Singapore as a holder of a capital markets services licence and an exempt financial adviser. The asset management services and investment products are not available to persons where provision of such services and products is unauthorised. .

This publication is intended for general advice only. Retail investors should seek advice from their financial advisers before making an investment decision.

PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world. THE NEW NEUTRAL is a trademark of Pacific Investment Management Company LLC in the United States and throughout the world. ©2022, PIMCO