Perigrove

Perch Bay Group, a New York-based single family office founded by Curt Brockelman, focuses on venture and private equity investments across diverse sectors including financial technology, healthcare, consumer staples, and real estate. It aims to build a sustainable legacy for future generations through strategic growth stage financing.

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.

McGeever LLC is a North Carolina-based single-family office with over 15 years of experience, primarily investing in healthcare technology and medical devices. The firm focuses on commercial launch, rapid growth, and middle-market companies, employing risk mitigation and commercialization strategies.

GROCO Family Office Advisors (Greenstein, Rogoff, Olsen & Co., LLP) is a Freemont, California-based multi-family office, with an additional office in Palo Alto. Established in 1964, the firm provides virtual family offices services to multiple high-net-worth families, with a long-standing concentration on Silicon Valley entrepreneurs, technology executives, and business owners. The firm delivers financial management, estate planning, risk management, tax expertise, philanthropic planning, and overall generational planning for their clients. The family office functions as a commercial multi-client family office advisory firm, serving as a centralized hub for families with significant liquidity events, private company ownership, and multigenerational wealth. GROCO Family Office Advisors invests across asset classes including public equities, private equity, venture capital, as well as stock option trading. While GROCO does not sponsor funds or deploy capital directly, it plays a critical role in portfolio oversight, tax-efficient structuring, entity design, and generational transfer strategies. Its geographic orientation is predominantly U.S.-based, with deep expertise in Silicon Valley and technology-driven wealth. Investment decision-making is supported through a mixed research approach, leveraging internal tax and advisory expertise alongside external investment managers, enabling families to manage complexity, preserve capital, and optimize after-tax outcomes across market cycles.

Global Partnership Family Offices, founded in 2009 and based in London, UK, serves the family office community by providing peer-to-peer networking, education, and specialist advisory services. It functions as a multi-family office connecting ultra-high-net-worth individuals and professionals globally.

Peregrine390 Family Ltd is a London-based boutique family office founded in 2019. It focuses on multi-family office services for athletes, providing i...