Perigon brings together a team of highly seasoned professionals with experience in investment management, private banking, trust & estate planning, and tax planning.  We begin by understanding your life circumstances and clearly identifying goals and objectives.  We ask basic questions:

Your answers guide us in assembling the proper team, investments, and legal & tax structures to achieve your goals and objectives.  Our planning depends largely on what you ultimately want to do with your money.  There are four broad categories of things you can do with your money:

The figure below illustrates how the pieces of our approach fit together: