Persimmon Capital

Persimmon Capital Management is a privately owned, boutique wealth advisory firm focused on helping families and institutions steward wealth across generations. Serving select families, family offices, foundations, and endowments, the firm works as both a multi-family office and a chief investment officer. Its approach begins with listening to clients and understanding their vision and legacy, then shaping a plan tailored to their needs. Persimmon Capital supports clients who are building, preserving, or preparing to transfer wealth, with thoughtful guidance, macroeconomic intelligence, and personalized care.

The firm’s services include family office support, family CFO and outsourced services, wealth management, wealth planning, and outsourced chief investment officer services. These offerings are designed to help clients address complex financial responsibilities and bring wealth and legacy conversations into a shared family perspective. Persimmon Capital emphasizes responsible stewardship and long-term planning, helping families and institutions make informed decisions about the wealth entrusted to them. Its team includes partners and advisors with leadership roles in wealth advisory and client operations.