PARTNER ADVISOR

Pam Perskie

“I make the complex more clear and transparent.”
INTRODUCTION

Virtual Family Office

Ours is a fast-changing world with an uncertain future. In recent years that’s become increasingly clear. And in recent months it’s become obvious – and, to say the least, unsettling. Keeping ourselves safe and secure – physically, emotionally, and financially – feels more difficult than ever. But for the same reasons, it’s more important than ever.

For me, helping people chart uncertain waters and keep their future safe is why I went into wealth management. But after nearly two decades working in leadership positions at some of the most prestigious firms in the industry, I’ve come to believe that there’s a better way to do this than the approach that was created in a different world, at a different time, for different people.

While it was once cost prohibitive for many clients to have a family office to help them navigate all aspects of their finances, it is now becoming possible. Technology is emerging that is changing the landscape and allowing for fees to be lowered and transparency to be elevated. Families can now have access to advice that is more customized and aligned and pay for services that are value-added, not commoditized.

I work as part of a client’s advisory team, helping them develop an overarching strategy and make informed decisions. At all times, I make sure that clients have a clear view of their financial picture and are positioned to take advantage of emerging opportunities. This is delivered in a way that makes sense for the world of today – and perhaps even more importantly, the world of tomorrow.

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Pam’s core team

WHY WE’RE DIFFERENT

See how AdvicePeriod is reinventing wealth management

Grounded in robust planning

While we don’t claim to be smarter than everyone else, we’re certain we have a better approach, delivering actionable insights that make a difference now and in the long run.

Fueled by unique expertise

The way we see it, there’s a lot more to managing wealth than just managing investments. That’s why our experts focus on helping you keep more of your wealth over time.

Marked by full access and transparency

There’s no waiting around for a quarterly meeting. We’re always here for you. And we make it easy for you to see any or all your account information whenever you want.

Lead by industry mavericks

We have a long history of disruption, doing things in a way that rocks our industry. And it’s all done to improve the lives of those who rely on our advice.

Shall we plan our first meeting?

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