Working with Ultra-High-Net-Worth Families in a Multi-Family Office Structure with Pam Perskie

Between Now and Success

English - February 06, 2023 21:06 - 48 minutes - 39 MB - ★★★★★ - 104 ratings
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Pam Perskie is the Founder and CEO of Seven Mile Advisory, a multi-family office that works with clients who have significant financial complexity, including business owners, private equity professionals, real estate investors and operators, professional athletes, and entertainers.

Pam and I discussed how a successful multi-family office operates, the profile of clients, how her firm charges for its services, the mindset advisors need to work with wealthy (and oftentimes famous) individuals, where alternatives fit in her clients’ portfolios, and the role that technology plays in delivering exceptional service.