Family Office · $7.5bn AUM
Perigon Wealth Management
Mandate & appetite
- Preferred strategies
- —
- Target geographies
- Global
- Typical ticket
- —
- AUM
- 5B+
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Perigon Wealth Management is a San Francisco, CA-based multi-family office and RIA. Established in 2004, the firm invests and manages the wealth of high-net-worth individuals and families with unbiased, tax-efficient, and highly customized solutions.
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