Beyond Performance: Pam Perskie on Personalization in Modern Wealth Management (EP.20)
Description
Pam Perskie, CEO and Founder of Seven Mile Advisory, joins host Alex Cavalieri for a compelling conversation on the evolution of wealth, trust, and the modern advisor-client relationship. With over 20 years of experience in the multifamily office space, Pam shares how she built a firm centered on serving families with unique complexities—where personalization, not just portfolio performance, is the true north.
In this episode, Pam breaks down how Seven Mile Advisory is rethinking what it means to be a family office—leveraging technology, integrating with best-in-class platforms like CAIS, and helping clients gain access to institutional-quality alternatives across private credit, real estate, and more.
Chapters:
1. Founding with Purpose (00:01:22 – 00:03:15 )
2. Personalization Over Standardization (00:03:15 – 00:07:01 )
3. Rethinking Access to Alternatives (00:08:08 – 00:11:10 )
4. Trust as a Differentiator (00:16:57 – 00:18:58 )
United States
