- Tax PlanningIncludes all facets of estate planning: tax planning, asset protection planning, charitable planning, insurance and liquidity planning, and planning for special family issues. We specialize in planning for high-net-worth estates of $20 million or more.
- Charitable GivingWe have deep expertise in all avenues of charitable planning. Our goal is to integrate our client's philanthropic wishes with their overall family wealth plan. Not only do we structure new charitable giving vehicles; but we do significant planning with many pre-existing charitable structures in order to accelerate the benefits to the named charity and maximize any potential benefit to the donor.
- Estate Taxes
- Tax ServicesPerigee Consulting is a boutique tax firm specializing in tax returns relevant to most closely held family entities and trusts. Perigee Consulting also prepares most of the tax returns for Monarch Private Capital LLC and Monarch Tax Credits LLC.
- Income Tax
- Wealth Management
- Accounting Services
- Financial PlanningWith over 30 years of experience in serving the financial planning needs of the wealthiest families in America, Perigee focuses solely on that market segment. We possess the expertise to develop innovative solutions for virtually any personal financial problem as well as to maximize the value to you from any significant capital influx.
- Asset Protection