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 serve families and institutions from various backgrounds and life experiences who come to us actively seeking a way to effectively steward their wealth across multiple generations. Based on our decades of experience we fully appreciate and comprehend, the hard work that is required to create and oversee complex wealth. We partner with you to truly listen and define your vision and legacy to craft a specifically designed plan for your family. This enables wealth and legacy conversations to move from the individual to the collective, ultimately delivering your family's fullest potential.