PPL Exists Within A Unique Ecosystem Like No Other

We have emphasized in previous newsletters that Pasadena Private Lending (PPL) is an independently capitalized unit of the broader Pasadena Private Financial Group (PPFG), uniquely focused on the needs of successful business owners and their families

PPL’s broader affiliation allows us to provide our borrowing clients access to experts in a wide variety of financial arenas to help them in ways beyond their business borrowing needs.

That is, in addition to business loans from PPL, services available from other PPFG units either directly or indirectly, may include:

Direct:

  • Wealth and portfolio management
  • Real estate investments and property management
  • Private debt and equity investments
  • Strategic advisory services: buying and selling businesses
  • Retirement planning and business 401(k) plans

Indirect:

  • Tax and Estate planning referrals
  • Accounting referrals
  • Legal referrals
  • Insurance consulting and referrals
  • Personal mortgage lending referrals

 

Another way of referring to our holistic approach to client service is as “Integrated Financial Servicing” (IFS). While some larger firms may offer parts of our services, our IFS platform efficiently delivers the services providing synergies for clients through inter-departmental strategy sharing and coordination to unlock opportunities and construct a broad achievable plan to reach client objectives and provide maximum value.

PPFG and its business units (including PPL) were all founded on the belief that our IFS platform is beneficial for already successful as well as still growing businesses and their ownership families where time and resources may be limited. After six years of operations, we also believe we remain the only firm so focused with the breadth of resources to address the needs of small to medium-sized businesses, their founders and families who own or operate them.

We invite you to visit pasadena-private.com for more information and to contact us with any questions and opportunities to best serve you.



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