Family CFO & Outsourced Services

Modeled on our unwavering beliefs that a multi-family office should serve clients differently than traditional trust companies, banks and brokerage houses, the families and institutions we serve entrust us with more than a quantitative wealth relationship. Acting as a continuous, collaborative partner, Persimmon Capital pursues a more qualitative dialogue around your wealth by applying a rigorous and systematized process to engage your entire family in a capacity that benefits you most. By approaching wealth stewardship in this way, we produce a strong, sustainable, and involved partnership with your family while producing a tailored wealth management design. As your family’s Chief Financial Officer, we are proactive counselors with the primary goal to uncover the specific needs, wants, wishes and desires of your family in order to co-create integrated wealth solutions that effectively serve your family’s goals while capturing the essence of your defined legacy.

 Private Banking Services:

Private Banking Services and Custom Credit Solutions customized to your family’s specific needs.

 Tax Compliance:

 Risk Management Review: Life, Liability and Property & Casualty Insurance Evaluation:

 Financial Administrative Support:

Bill Pay & Budget Management

 Concierge Health Services:

 Family Counseling & Mediation Services:

 Trust Administration & Trustee Services: