Pactolus Private Wealth Management with Alan Harter, Managing Director

Uploaded on Thursday 21 February 2013


Pactolus Philosophy

Ongoing uncertainty and lack of transparency within the global financial markets prompted the founders of Pactolus Private Wealth Management LLC (“Pactolus”) to create a firm focused first and foremost on understanding and embracing the needs of the high net worth families we serve. Extending well beyond the goal of independent, objective wealth management advice, we strive to understand what is most important to you, your business, your family and your future.

Working with partners around the globe, we have assembled a network of professionals in a variety of disciplines to address the complex needs of today’s global marketplace. Given the growing importance of geographic diversification in both your intangible portfolio and your hard assets, this network will work closely with you and your existing team of advisors. We ensure that your family’s business and personal assets are thoroughly reviewed, assessed for risk and explained so you have a strategic understanding of the investment decisions you make.

We are privileged to work on a regular basis with some the world’s most successful entrepreneurial families. They have joined us in a desire to seek a true partner that understands their particular needs and provides them with the individualized attention, resources and clarity they need to help them manage and grow their legacies. This responsibility stretches far beyond the financial. At Pactolus, we see it as our duty and obligation to do everything necessary to empower our clients so they can cultivate—and transfer—their signature values to cherished family members and organizations.

This starts with candid conversation rather than a mind numbing questionnaire. We want to know what motivates you? What are your goals for yourself, your children, and your extended family? How will your legacy define you? How important is philanthropy in creating that legacy? How do you view risk? We commit the time and energy to understand you as a business leader and as an individual— ensuring the strength of our advisory relationship.
Alan Harter, Managing Director

Alan Harter has two decades of experience in financial services at some of the world’s largest and most reputable financial institutions. Over the last decade, Alan has focused exclusively on working with families within the ultra-high-net-worth space. This has given him a unique perspective on the comprehensive needs these families have in managing their wealth and lifestyle, and shaping their legacy.

As founder and managing director of Pactolus Private Wealth Management LLC, Alan leads the practice’s investment strategy and creates the comprehensive service model tailored to each client’s requirements. He takes a broad approach to each client relationship by engaging an interdisciplinary team comprising experts from each family’s existing advisors and complemented by a by a global network of specialists in various disciplines.

Incorporating traditional securities and asset management with hard asset acquisition and management, private equity and global merchant banking opportunities, Alan manages the client’s entire portfolio. He has extensive experience in collaborating with tax and legal counsel to create a sophisticated framework that will shape a family’s financial plan for decades to come.

Prior to launching Pactolus Private Wealth Management LLC, Alan held senior-level positions at Morgan Stanley SmithBarney, and served as an advisor for the Citi Family Office and Wachovia Wealth Management.

Alan received his bachelor of arts degree in finance from Santa Clara University.


Language: English

Length: 4:41

Country: United States

Creative Commons License

Pactolus Private Wealth Management with Alan Harter, Managing Director by bitLanders is licensed under a Creative Commons Attribution 3.0 License.