What is Perigee Consulting?
Perigee Consulting operates within the high-net-worth financial advisory sector, specializing in comprehensive financial, tax, and estate structuring for affluent individuals, their family businesses, and investment enterprises. The firm often assumes the role of a chief financial strategist for client families, providing ongoing guidance or engaging on a project basis to address specific financial opportunities or challenges. Its clientele includes members of the Forbes 400, multi-generational families, senior corporate executives, and successful entrepreneurs across the United States.
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?
The substantial late-stage funding indicates Perigee Consulting is poised for significant expansion and potentially the broadening of its service offerings or market reach. This strategic capital injection will likely enable the firm to enhance its advisory capabilities, invest in proprietary technology for financial planning, or pursue strategic acquisitions to consolidate its market presence. The focus on high-net-worth clients suggests a continued emphasis on bespoke wealth management solutions and sophisticated financial engineering.
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