The Benefits of Pulliam’s Multi-Family Approach

When your wealth reaches a certain threshold, it’s time to integrate existing structures into a cohesive plan to maximize your money and reach your family objectives.

Why a Family Office

People

If you’re like most, your advisory team has grown through the years to encapsulate everything from tax to bookkeeping, legal, investment management, real estate, planning, and more. The problem is that these resources rarely communicate with each other, if ever, and you’re left wondering whether their fees are justified. A family office helps you recapture that value by asking better questions and connecting your existing teams.

Strategy

Just like your people, your strategies have likely become siloed. You’ve fallen into the role of coordinating these strategies, but you’re busy and know they need more time than you can commit. The frameworks, dashboards, and feedback loops that guide your professional life are missing in your personal life. A family office helps you create a comprehensive strategy and access transparency into the effectiveness of each member of your team.

Execution

You’d rather not set it and forget it, but too often that’s what your busy schedule necessitates. Meanwhile, your family and wealth change, the market changes, the regulatory environment changes, and yet none of your advisors seem to be evolving their tactics. A family office understands your needs and objectives and creates an intimate, regular dialogue to fine-tune strategies as you go.

Cash flow

We all fear surprises that change the reality of our day-to-day lives. With a family office, you better understand the results of your advisory services. That means you can steel your family and finances against disruption not only in the market—but inside your family.

Our Philosophy

Pulliam Family Office exists as guidance for families who fall in the murky middle between two extremes. They’ve amassed enough wealth that a traditional wealth advisory firm does not sufficiently account for their expansive needs and investment options. Yet they aren’t big enough to justify their own personal team of investment and planning professionals.

We fill that void by sharing resources and spreading the expertise we cultivate across more than 40 families. We coordinate with your existing infrastructure of trusted advisors and flexibly price our offer to match. We get to know you on a personal level, asking a lot of questions so we can deeply root our approach in your specific needs and objectives. And we don’t do bluster, offering only direct advice and execution.

The needs of ultra-high-net-worth families continue to evolve. In the current environment, it’s vital to leverage a robust suite of services, mixing wealth-creation strategies with tax-efficient transfer needs, for instance, informed by the legal vehicles that may help you reach your goals. Our approach matches those requirements; we offer a practice of broad expertise linked by common objectives and designed appropriately.

We help you merge your old life with a new one that prioritizes your ability to feel confident and complete, aligned with your family relationships and secure in the fact your hard work will live on. The best part: You get to spend more time experiencing the joy that rises up from a life well-planned.

The Benefits of Our Family Office Ecosystem

  • We meet you where you are, developing a close relationship to fuel a personalized investment approach that evolves as you do.

  • You make the most of your time by utilizing our existing infrastructure, battle-tested by learnings from other families in your wealth bracket.

  • You pay only for what you need, blending your existing advisors with our team and benefiting from a connected strategy.

  • You never lose sight of progress. Our high-touch approach means we update you and fine-tune strategies, striving to create family wealth that perseveres.

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.

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