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TPBC is comprised of 6 companies – Pacific Bridge Wealth Resources, Inc. (PBWR) and its subsidiary Pacific Bridge Consulting, K. K. (PBC, K.K.), Pacific Bridge Investment Services, Inc. (PBIS), Pacific Bridge Real Estate, Inc. (PBRE), Pacific Bridge Insurance Services, Inc. (PBIS) and its subsidiary Pacific Bridge Asia Ltd. (PBA).
Pacific Bridge Wealth Resources (PBWR) serves as the connecting point for collaboration, delivering education, and consultative services to financial advisors within the Ohana Network.
Pacific Bridge Consulting, K.K. (PBC, K.K.), a wholly owned subsidiary of PBWR, is the connecting point for Ohana Network Members in Japan. It also delivers education and consultative services to those Ohana Network Members residing in Japan.
Pacific Bridge Insurance Services (PBIS)
While several large Life Insurance Master Distributors (marketing organizations/brokerage general agencies) wholesale to independent general agencies and life insurance practitioners, few if any, provide extensive support to the specific and unique cultural biases of the Asian Pacific Islander community as Pacific Bridge Insurance Services (PBIS).
Pacific Bridge Real Estate’s (PBRE) platform and position of “gate keeper” for Family Asset Companies, Family Offices and Advisories involves a unique collaboration of retail practitioners specializing in specific geographical areas or types of real estate. These independent brokers and operators work on behalf and in tandem with PBRE and its sister companies for unique culturally sensitized delivery. PBRE also aligns its structured products with the tax beneficial treatment of certain countries where taxation and its consequences follow its residents wherever in the world such investments are made.
Pacific Bridge Investment Services (PBIS), its structure and its relationship with broker/dealer Syndicated Capital allows for acceptance of foreign sourced funds. This is added value to targeted US efforts and exceptional in the investment advisory and brokerage space.
Pacific Bridge Asia (PBA), a wholly owned subsidiary of Pacific Bridge Insurance Services Inc., PBA works in collaboration with other corporations within the group offering Non-U.S. based life insurance, annuities and investment alternatives, while offering multi-product line education and consultative services to financial institutions and independent financial advisors throughout Asia.
OhanaNet
TPBC’s guiding principle insisting on non-competitive posturing is no better reflected than in its Ohana Member Network. The system identifies, connects, and sets the stage for collaboration between practitioners from the varied areas of specialization within the financial disciplines of banking, insurance, investment, tax, and the law, representing a broad geographical swathe. This offers participating advisors the opportunity to broaden offered expertise and to earn referrals from one another, while providing increased service and care to those served. Other guiding principles include: Client Centric, Legal Transparency, and Corporate and Community Citizenship.
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