Considering a Move? Consider Perigon.

Join us and get the support you need to thrive

We are a culture-driven organization that values entrepreneurial spirit. We also value autonomy and excel at collaboration. You won’t have to fly solo here.

Leverage complementary skill sets and our intellectual capital to present a strong team behind you whenever you compete for new opportunities.

Focus on building relationships while we free you from day-to-day operational overhead.

Count on our flexible technology infrastructure and support across leading platforms.

Realize your entrepreneurial potential backed by our knowledgeable and experienced team.


We have the capital, technology, relationships and experience to help you grow your practice.

Organic Growth

  • Acquisition & Succession Opportunities
  • Marketing & biz dev support
  • Ongoing, firm wide digital content, social media and marketing campaigns
  • Thought leadership & conference speaking engagements
  • Company, client & COI events

Inorganic Growth

  • Dedicated leadership for M&A
  • Access to capital through strategic partnership with Merchant Investment Management
  • Actively recruit & onboard for hubs
  • Deep relationships with custodians
  • Full-service deal structure and transition support

Merchant Investment Management is our strategic partner that was engaged to provide business infrastructure, institutional grade investment solutions and extensive management experience in an effort to unlock more value and investment access for our clients. (

Merchant brings decades of experience and resources having held senior leadership roles in numerous global financial institutions, including Apollo Global Management, Goldman Sachs, Eton Park Capital, Skybridge Capital, Focus Financial, Dynasty Financial Partners and Purshe Kaplan Sterling Investments.

Investment Philosophy

Complex Family Matters Icon

Perigon has an open architecture platform for new advisors, with many services available to suit different advisor and client investment preferences.

Investment Management

We are willing to embrace legacy strategies and portfolio positions to be tax efficient and allow advisors to continue the investment strategies their clients value.

Sustainable Investing

Perigon empowers clients who want to invest with their values. We believe sustainable investing can support more resilient portfolios and healthier, smarter capitalism.

Financial Planning Icon

Our general belief is that core portfolio should be placed in cost effective strategies in public equities and fixed income.

Allocation Icon

We believe Alternative Investments can be used to achieve portfolio diversification, lower correlation to traditional assets, and higher income returns for risk tolerant investors.


Perigon has deep strategic relationships to give you the flexibility you need to deliver world class service to your clients.


Custodian Logos


Partnership Logos

Family Office Solutions

Perigon Private Wealth is a full-service Family Office Solution for advisors serving ultra-high net worth families.

Family Icon


  • Lifestyle Organization
  • Family Office Administration
  • Training & Education
  • Complex Estate Planning
financial icon


  • Holistic Investment Management Complex Tax & Estate Planning
  • Business Consulting
  • Financial Advisory Services


  • Foundation & Trust Management
  • Charitable Giving
  • Philanthropic Goal Setting
  • Personal Giving Strategy
Risk prevention icon


  • Tax & Legal Advisory
  • Training & Education
  • Compliance & Regulatory Assistance
  • Risk Management & Insurance

We’re built to make your next move easy.

Opportunity is one thing. Attending to the critical details is another. Your team at Perigon is experienced and ready to make a professional transition smooth.


In house transition specialists


Custodial transition specialists


Compliance oversight


Tech & Ops transition support


Executive oversight


Administrative support


Paperwork and account setup


Legal guidance

Set up a confidential, exploratory call to learn more about why advisors from wirehouses, RIAs, aggregators, hybrids and broker/dealers choose Perigon.