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.

 Perigon was recently featured in the March 2011 issue of Financial Planning magazine.  Click here to read the article.