For Advisors/Overview

The Pacific Bridge Companies (TPBC)

There are many reasons to invite TPBC to join you when helping your clients with their long-term financial planning.

We provide your client…

  • Superior cross-border alternatives
  • Focus on client goals and aspirations, not on selling products and services
  • Comprehensive approach to financial planning
  • Prompt response to client requests and concerns
  • Extensive network of Ohana Members for consulting and advice
  • Historic track record serving cross-border clients
  • Highest standards for ethical conduct and client confidentiality

We provide you…

  • Access to the latest cross-border advice, information, products, and resources
  • Client-Centric Approach
  • Global solutions to meet client needs
  • Ohana Development Team to assist with implementing client plans
  • Transparency, non-competitive pledge, team-approach to client services
  • Networking and referral opportunities through Ohana Members
  • Tiered approach to working with TPBC
  • Educational opportunities through the Ohana Forum