Families Institutions

We go beyond problem solving and treat our clients like family. We focus on the details, so you don’t have to. We do it all.

Our clients have sophisticated and complex investment situations, so we are nimble in our approach to providing highly customized solutions.

We offer insightful guidance for navigating governance and other challenges that multiple generations face. With a commitment to empowering our clients and their families, we are their relentless advocates, offering the expertise and educational opportunities to help pursue their goals and the humility to prioritize their best interests.

Family Office
Investment Services

Operating as a Multi-Family Office (MFO), the PermCap team is highly experienced in preserving and growing generational wealth.

Our Approach In Practice

As part of our investment management, our family office investment engagements include:

  • Consolidated, multi-manager investment reporting
  • Exclusive access to proprietary co-investments
  • Access to custom PermCap portfolios

Family Office
Personal Services

Managing a family’s intricate financial dealings requires experience, expertise and a high level of personal attention and genuine care – the exact type of service that the PermCap team is proud to deliver to our clients every day.

Our Approach In Practice

In addition to investment management, our client support and administration services include:

  • Bill pay
  • Consolidated reporting
  • Tax coordination and trust advisory
  • Financial management and reporting
  • Property management and reporting
  • Real estate accounting services
  • Family governance and succession planning
  • Financial training and education for the next generation

Individuals

Every individual has a distinct set of circumstances – such as compensation arrangements or tax scenarios – or particular long-term goals – such as philanthropic strategies. As part of addressing the holistic needs of the family, we home in on each individual to ensure their needs are addressed and, where appropriate, integrated into a grander plan.

Our Approach In Practice

In addition to investment management, our services include:

  • Financial planning
  • Retirement income
  • Budgeting and cash flow analysis
  • Generational transfer planning
  • Charitable giving strategies
  • Estate planning
  • Education planning