We focus solely on the wealthiest portion of the individual marketplace along with their family business and investment enterprises.

 

At the Perigee Group, we specialize in financial, tax and estate structuring for our client families.

 

In many instances, we serve an on-going role as the chief financial strategist for the family.  In other instances, we are brought in on a project basis to provide unique solutions to one or more areas where there is a need for focus as a result of some financial opportunity or issue.

 

We have clients from across the United States including members of the Forbes 400, many private multi-generational families, high level corporate executives and successful entreprenuers. 

Find out more About Us, then look at our Services to see if we can be of service to you and your family in reaching your financial goals.