Your book is solid. But without marketing infrastructure, M&A access, or a team behind you, the next phase of growth is hard to see.
Compliance, operations, admin, technology — at a certain point, it crowds out the work that matters.
You’d rather collaborate than compete. You want to specialize in what you’re best at instead of servicing a model portfolio handed down from above.
A move is complicated. We’ve done this before, and we make the process as smooth as possible.
Open architecture. We don’t ask you to abandon what’s working.
We invest in building your practice
When your client’s situation is complex, you’re not working through it alone.
For advisors who serve ultra-high net worth families, Perigon Private Wealth (PPW) provides dedicated family office solutions. Ask us about PPW.
Perigon is advisor-led. The firm’s resources exist to support advisors. You keep your client relationships, your investment approach (within platform capabilities), and your way of working.
What you gain is infrastructure and a team behind you.
Perigon is in active growth mode, both organically and through M&A. That means the resources and capabilities are expanding, not static. If you’re thinking about the next decade of your practice, it’s worth understanding where the firm is headed.
It varies by the size of your book, the custodian relationship, and the complexity of your client base all affect timing. Our transition team will walk you through a realistic timeline early in the conversation.
Our primary custodians are Schwab and Fidelity. We also have relationships across a range of additional custodians. We’ll work through the specifics with you based on your current setup.
Independence doesn’t always solve the infrastructure or growth problem. If you’re spending more time on operations than on clients, or if you’ve hit a growth ceiling, it’s worth exploring what the right support structure looks like.
Meet the team
Your book is solid. But without marketing infrastructure, M&A access, or a team behind you, the next phase of growth is hard to see.
Compliance, operations, admin, technology — at a certain point, it crowds out the work that matters.
You’d rather collaborate than compete. You want to specialize in what you’re best at instead of servicing a model portfolio handed down from above.
A move is complicated. We’ve done this before, and we make the process as smooth as possible.
✓ In-house transition specialists
✓ Custodial transition support
✓ Compliance oversight throughout
✓ Technology and operations setup
✓ Administrative and paperwork support
✓ Executive oversight from day one
Open architecture. We don’t ask you to abandon what’s working.
We invest in building your practice
When your client’s situation is complex, you’re not working through it alone.
For advisors who serve ultra-high net worth families, Perigon Private Wealth (PPW) provides dedicated family office solutions. Ask us about PPW.
Perigon is advisor-led. The firm’s resources exist to support advisors. You keep your client relationships, your investment approach (within platform capabilities), and your way of working.
What you gain is infrastructure and a team behind you.
Perigon is in active growth mode, both organically and through M&A. That means the resources and capabilities are expanding, not static. If you’re thinking about the next decade of your practice, it’s worth understanding where the firm is headed.
It varies by the size of your book, the custodian relationship, and the complexity of your client base all affect timing. Our transition team will walk you through a realistic timeline early in the conversation.
Our primary custodians are Schwab and Fidelity. We also have relationships across a range of additional custodians. We’ll work through the specifics with you based on your current setup.
Independence doesn’t always solve the infrastructure or growth problem. If you’re spending more time on operations than on clients, or if you’ve hit a growth ceiling, it’s worth exploring what the right support structure looks like.
