We are your comprehensive Financial Concierge.  Our family office structure and established network of professionals enables us to coordinate a whole range of services for our clients.  We can customize a package of personal financial and life-management services for just about any unique situation.  Regardless of how large or small a task is, our mission is quite simple – to be your first call for trusted financial advice.

Here are some examples of our Financial Concierge services:

• Trust, custodial, & private foundation administration
  
• Estate planning coordination
  
• Tax consultation & CPA coordination
  
• Private banking services
  
• Charitable giving
  
• Retirement planning
  
• Risk management
  
• Business succession planning
  
• Real estate investing
  
• Book-keeping & bill paying services
  
• Travel arrangements
  
• Personal assistant services
  
• Management of hired staff and personal residences 
  
• Elder care financial management
  
• Assistance with fine art & other luxury items
• Lending

 Many of our clients view Perigon as their Personal CFO.  We invite you to do so as well.