Pacific Oak Wealth Management

In an industry obsessed with numbers, we’re more interested in you. To us, your life is a story, not a spreadsheet. Which is why we begin with a discovery session that doesn’t end until your complete personal and financial picture comes into focus. Through our elegant, proprietary service model we map out your key concerns and address them in a holistic way, mindful of what’s best for you and your family. Creating a custom financial framework built on trust and long-term gain is more than smart planning, it’s our process.

Leonard Green & Partners is a private equity firm with more than $3 billion in equity capital under management. Founded in 1989, the firm has invested in more than 30 companies with aggregate value of more than $18 billion. Located in Los Angeles, LG&P invests in established companies that are leaders in their markets. It works with investment bankers, business brokers and other intermediaries to source investment opportunities. It also partners with management through operational improvements, acquisitions, financial engineering and other strategic initiatives. The company structures transactions to meet the needs of all parties involved. Types of investments that it has completed in the past include public-to-private transactions, recapitalizations of privately held businesses, growth capital, equity capital to facilitate acquisitions, turnarounds and restructuring investments and acquisitions of divisions and assets from large corporations.