Family Office · $142m AUM
Pulliam Family Office
Mandate & appetite
- Preferred strategies
- Fixed IncomePrivate Equity
- Target geographies
- North America
- Typical ticket
- —
- AUM
- $142M
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Pulliam Family Office is a Crested Butte, Colorado-based multi-family office. Established in 2019, the firm manages the wealth of dozens of U.S.-based ultra-high-net-worth families and individuals. The family office provides a variety of services for their clients, including investment management, wealth planning, financial planning, tax coordination, risk management, and charitable consulting. Pulliam Family Office positions itself as an integrator of a family office ecosystem, working in close coordination with clients' existing attorneys, CPAs, trustees, insurance brokers, and investment professionals. Pulliam Family Office's investment strategy is centered around "Safety, Market, and Aspirational" buckets, investing across classes including tax-efficient public equities, fixed income, bonds, and selective private investments. The firm appears to allocate capital through a blend of external managers, funds, SMAs, and curated private investments. Geographic exposure is primarily U.S.-centric, reflecting the domestic focus of its client base. With a lean internal team supported by a broad network of external specialists, Pulliam Family Office is best characterized as a planning-centric, relationship-driven multi-family office focused on long-term legacy planning, business transition, intergenerational wealth transfer, and coordinated execution for sophisticated U.S. families.
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