Challenges We Address

Families of affluence encounter incredible complexity and our work begins with addressing these complexities and supporting our clients in constructing a life free from worry.  As technology advances become more pervasive, the rate at which life becomes increasingly complex continues to accelerate.  In many ways these advances enable our lives for the better, however as wealth accumulation rises, the level of complexity each high net worth family faces, grows exponentially.  At Persimmon Capital, we work exclusively with families and institutions to combat this rising complexity in three specific ways:

 Family Purpose & Generational Legacy:

Research shows that poor investment performance is only a fraction of the reason why wealth transfers fail within the first three generations. In fact, 85% of the failures are contributed to poor communication, lack of trust and ill-prepared heirs. Bound by our commitment to collaborate with your family to nurture its culture and legacy, Persimmon Capital believes that our fiduciary responsibility starts with a specific question asked of each family we serve: “Who are you?” Answering this question allows a family unit to move from individual decision making to the collective. We act as your partner in building the necessary collective decision-making skills to create thriving family discussions and communication, increasing the probability of preventing wealth dissipation that plagues so many affluent families past the third and fourth generation.

 Institutional Approach to Managing Risk:

An institutional approach to risk management centers on an investment method that is designed to preserve wealth by avoiding the permanent loss of capital while providing the capital growth that is imperative to meet the needs of affluent families, foundations and endowments. We accomplish this by first understanding the needs, wants, wishes, and dreams of our clients and utilize these articulated goals to build tailored investment allocations that are comprised of traditional and non-traditional asset classes with an insistence that one should be properly rewarded for accepting certain investment risks.

 Multi-Disciplinary Collaboration:

Acting as your family’s Chief Financial Officer, Persimmon Capital has a unique approach to building a multi-disciplinary, collaborative team of advisors that incorporates all the necessary technical aspects of a traditional family office (investment management, wealth planning, and family governance). Collaboration among family wealth advisors is vital as the instability and complexity associated with each planning discipline means that no one advisor can optimally serve your family without coordinating with the other members of your wealth team. We work with your family to build a strong and collaborative advisory team that provides comprehensive implementation and oversight of your tailored plan to ensure your family can navigate life’s challenges.

 Executing the Day to Day:

Families of affluence encounter incredible complexity. As wealth accumulates, the level of complexity each high net worth family faces, grows exponentially. At Persimmon, we proactively act on your behalf to oversee the day to day tasks of managing the complexities of wealth and family, so you remain informed and in control. These tasks include:

  • Overseeing Cash Flow and Disbursements from designed wealth planning structure
  • Ensure ongoing family engagement aligned with your values to support your desired wealth and family governance
  • Oversight of investment managers through our investment committee. Selecting, executing and monitoring investment managers to ensure continued alignment with family values and risk/return parameters
  • Customized reporting, tailored to each individual and family’s desired view of their wealth.
  • As your Chief Financial Officer, we are proactively engaging with the entire established advisory team, so you can focus on what truly matters
  • Consistently monitor the designed wealth plan and re-evaluate the plan for possible changes should economic, fiscal, or market conditions shift to the point of detriment of the plan

Our Team