Professional Information

Company

JoycePayne Partners

Title

VP Family Office & Non-Traditional Investments

Summary

JoycePayne Partners is an independent, fee-only financial and investment strategy firm. Our clients are successful individuals and families who are busy doing what they love. We act as our clients' Personal Chief Financial Officer to manage and simplify their complex financial lives. The Firm has been recognized many times as a top advisory firm by Barron’s, Worth and Medical Economics.

Specialties

Hedge Funds, Private Equity, Venture Capital, Commodities & Managed Futures, Real Estate, Family Offices, Families of High Net Worth, Families with Shared Assets, Company Executives, Business Owners, Family and Company Founders, University Presidents, Doctors and Medical Practices

Time Period

2003-09 – Present

Education

School Name

University of Pennsylvania – The Wharton School

Time Period

2006 – 2006

Contributor

Display Name

bpusey

First Name

William

Last Name

Pusey

About Me

We work with successful individuals and families to simplify and manage their complex financial lives so that they can enjoy doing what they love.

I specifically manage investments in private equity, hedge funds, oil and gas, commodities and managed futures, and real estate. I also act as CFO for our family office clients overseeing investment strategy and estate, tax, inheritance, insurance, education and financial planning.