THE PULLIAM FAMILY OFFICE PURPOSE
The solution is about leadership.
Management only deals with the tangible. If you can count it, you can manage it. But the goal is not success at mediocrity. Leadership solves the intangible — the what and why — and defines purpose. It tracks progress to goal. It’s your chess board.
Uniquely successful executives are ready for a family office after exhausting all other alternatives. You outgrew your advisor at the same time the world outgrew the generalist. Pulliam Family Office deconstructs the silos of asset management, financial planning, tax, legal, property and casualty insurance, life insurance, banking, and lending — focusing instead on designing a purpose and aligning progress to a goal. Our solution strips away the non-essentials to reveal and align people, strategy, execution, and results.