We offer insightful guidance for navigating governance and other challenges that multiple generations face. With a commitment to empowering our clients and their families, we are their relentless advocates, offering the expertise and educational opportunities to help pursue their goals and the humility to prioritize their best interests.
Operating as a Multi-Family Office (MFO), the PermCap team is highly experienced in preserving and growing generational wealth.
As part of our investment management, our family office investment engagements include:
Managing a family’s intricate financial dealings requires experience, expertise and a high level of personal attention and genuine care – the exact type of service that the PermCap team is proud to deliver to our clients every day.
In addition to investment management, our client support and administration services include:
Every individual has a distinct set of circumstances – such as compensation arrangements or tax scenarios – or particular long-term goals – such as philanthropic strategies. As part of addressing the holistic needs of the family, we home in on each individual to ensure their needs are addressed and, where appropriate, integrated into a grander plan.
In addition to investment management, our services include: