What is Perigee Consulting?
Perigee Consulting operates as a premier financial architect for the wealthiest segment of the individual marketplace. By providing bespoke tax, estate, and investment structuring, the firm functions as an outsourced chief financial strategist for its clientele, which includes members of the Forbes 400 and successful entrepreneurs. Their market position is defined by a dual-service model: offering comprehensive, ongoing financial stewardship alongside targeted, project-based solutions for specific fiscal opportunities or challenges. This high-touch, specialized service delivery ensures that the firm remains a critical partner in the preservation and growth of significant private capital.
How much funding has Perigee Consulting raised?
Perigee Consulting has raised a total of $150K across 1 funding round:
Debt
$150K
Debt (2020): $150K with participation from PPP
Key Investors in Perigee Consulting
PPP
Public-Private Partnership
What's next for Perigee Consulting?
With the recent influx of capital, Perigee Consulting is well-positioned to scale its advisory infrastructure and enhance its proprietary financial modeling capabilities. The firm is expected to leverage this backing to deepen its reach within the private multi-generational family office segment, potentially expanding its suite of tax and estate planning tools. As the firm navigates the complexities of the current economic landscape, this strategic investment provides the necessary liquidity to pursue long-term growth initiatives, ensuring that Perigee remains at the forefront of sophisticated wealth management and strategic financial planning for its elite client base.
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