Perpetum Consulting's asset
Perpetum Consulting

@perpetumconsulting.com

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About

Description

Perpetum Consulting is a renowned brand with over 20 years of experience, dedicated to providing exceptional solutions for international families of immense wealth. We specialize in preserving and growing both financial and human capital for our clients. Our goal is to help them successfully transfer their wealth to the next generation.


At Perpetum, we pride ourselves on our ethical principles and culture of service. Our client families receive personalized care and attention from our trusted advisors who are committed to understanding their unique passions and goals. We conduct a comprehensive wealth diagnostic for each family and create a customized service plan tailored to their specific needs.


This plan is regularly updated to ensure its relevance. What sets us apart is our belief in guiding each family member and the family as a whole through the complexities of wealth. We help them establish a clear purpose and take ownership of preserving their family's wealth.


In addition to our wealth preservation services, we also offer administrative, transactional, and succession planning services for families with complex and international investments. Our multi-disciplinary team's top priority is to provide well-informed guidance to our client families. We act as a clearinghouse for various planning ideas and coordinate with professional advisors to deliver the best solutions.


We also streamline complex concepts using visuals and other tools to ensure families fully understand and make informed decisions. At Perpetum, we are trusted advisors and confidants to each family member

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Company Type

Privately Held

Company Size

2-10

Year Founded

2016

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