We are changing the way families steward wealth

We are redefining the way families
and institutions steward wealth

“It requires a great deal of boldness and a great deal of caution to make a great fortune;
and when you have got it, it requires ten times as much wit to keep it.” - Victor Rothschild, 3rd Baron de Rothschild

Welcome to Persimmon Capital Management

We are a family focused, privately owned, boutique wealth advisory firm serving select families, family offices, foundations and endowments as both a multi-family office and chief investment officer.

Merriam-Webster defines 'Stewardship' as "the conducting, supervising, or managing of something; especially: the careful and responsible management of something entrusted to one's care." At Persimmon Capital we partner with you to steward your wealth in a collaborative multi-disciplinary approach that defines the vision and legacy of each executive, entrepreneur and family we serve. This enables wealth and legacy conversations to move from the individual to the collective, ultimately delivering your family's fullest potential.

From the Blog