Perpetum Consulting is a multi-family office based in San Diego, CA, dedicated to assisting ultra-high net worth individuals and families in preserving and growing their wealth and family heritage. With over 20 years of experience, their team of experts offers integrated and customized services, including family continuity, professional advisor oversight, and next-generation preparation.
Perpetum Consulting aims to empower families and their future leaders, providing them with the tools and knowledge to access their true potential. By partnering with a select group of subject matter experts, they ensure their clients receive the best advice from the right specialists, while maintaining a high level of confidentiality and personalized service not commonly found in larger financial institutions.
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