Tailored Offerings, Aligned With Your Values.
Experience a distinctive offering that combines our services with your existing team and structure.
Pay only for what you need.
Our Family Office Ecosystem
Working with a family office means you’ll create a single ecosystem for your family and life that spans people, strategy, execution, and cash flow. We integrate our in-house support with third-party experts and your existing, trusted team members. Meanwhile, flexible pricing means you only pay for what you need, bundling and unbundling services to align with your distinct priorities.
As managing director, John Pulliam coordinates all services and ensures all parties are in collaboration, pointed toward common goals. We stay in frequent contact to grant you levels of transparency and progress reporting that are often missing in traditional wealth management. John and our team get to know you so we can tailor our approach to your values and aspirations.
Tailored to Your Values, Goals, and Requirements.
We customize our office around your specific needs so that you only pay for what you need. This approach will grow with you and ensure alignment with your values and aspirations.
Do you have resources you want
to continue working with?
No problem. We can integrate them into our solutions.
We meet you where you are.
Menu of Services
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Bond management
Tax-efficient investing
Private investment program
Active management
Risk management
Transparency
Secure client portal with daily, consolidated reporting
Goals-based, customized portfolios
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Consult with attorneys in structure and implementation of appropriate estate plan.
Review documents to ensure compliance with plan.
Perform ongoing work to effectuate strategy.
Perform projections as necessary to monitor and illustrate effectiveness of plan.
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Consult with the client as needed on structure and operations of client’s closely held businesses.
Assist client with business related issues such as transition of ownership.
Facilitate proper insurance coverage related to client’s closely held businesses.
Assist with the coordination and implementation of associated services (such as independent appraisals, valuations, etc.).
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Compile information on property and casualty and excess liability coverage.
Identify appropriate insurance brokerage relationships to review and make recommendations concerning multiple types of coverages.
Facilitate the interface with the insurance broker to assure that appropriate coverage is obtained for all properties and ongoing monitoring of required changes.
Assist client in consideration of life insurance ownership as appropriate.
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Identify client’s desired financial planning and cash flow objectives.
Monitor client spending and lifestyle costs.
Prepare and review cash flow statements.
Track capital expenditures.
Identify and investigate budget variances as directed.
Income Tax Planning and Compliance.
Ongoing analysis to help reduce tax liability.
Determine quarterly payment amounts and identify source of funds.
Assist in compilation of tax return information.
Review tax returns for reasonableness.
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Assist as requested in reviewing asset purchase and sale documentation.
Review and analyze tax consequences if any associated with a proposed transaction.
Consider and recommend appropriate structures to facilitate asset ownership and operation which are consistent with client’s overall estate plan.
Assist with the identification of third-party experts to affect the implementation of the asset purchase or sale.
Coordinate as appropriate insurance related aspects.
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Consult with client on charitable planning goals and objectives.
Educate client on options regarding philanthropic planning.
Consult with client on major charitable gifts and work with client as requested to appropriately structure gifts.
Work with client as needed to organize and facilitate meetings of private foundation.
Review the appropriate tax returns associated with charitable entities.
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Reconcile, on a monthly basis, all personal and entity cash transactions which includes checking, VISA, and purchase/sales activity.
Maintain detailed accounting records for the client and their respective entities.
Prepare and deliver unaudited financial statements on a monthly or quarterly basis, as pre-determined by the client.
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As requested, assist in the coordination and facilitation of family meetings including preparation of agendas and recommendations of third-party experts as appropriate.
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Routine interface with client’s team of external advisors including attorneys, CPAs, insurance brokers, real estate professionals, personal assistants, etc. with a goal of providing seamless oversight and coordination of efforts for the client.
Managed accounts are charged Advisory Fees in addition to internal fees of investment company products, and should be evaluated when determining the costs of a fee-based account. A list of additional considerations, as well as the fee schedule is available in the firms Form ADV (Part 2A) as well as the client agreement. Please ask your Advisor to provide.
The Financial Planning or Consulting services listed are generally those offered under the Wealth Advisory Services Agreement. However, fees and services are customized with each client agreement. For a complete list of fees and available services, please consult the most current Form ADV Part 2A and the Wealth Advisory Services Agreement that you may obtain from your Investment Adviser Representative.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
