Pactolus engages with family and individual investors to ensure broad success as they manage their financial assets and navigate the ever-changing complexities of the global financial markets.

A private, U.S.-based wealth management firm, Pactolus employs a comprehensive, collaborative approach that creates and implements a fully customized strategy based on a complete understanding of each client’s balance sheet, family dynamics, goals and aspirations. The firm’s holistic, team-based strategy builds on this foundation while leveraging existing family advisors and injecting fresh perspective from a wide array of expert global partners.

The work of Pactolus with some of the world’s most successful, entrepreneurial families—unconstrained by geographic boundaries, asset type or proprietary products—reinforces our belief that when signature values inform investment strategies, legacies benefit.