About

The Perigee Group was formed in early 2002 by George Strobel. Mr. Strobel was a former partner at Arthur Andersen LLP and a member of the worldwide leadership team of the Andersen Private Client Services division.

With over 30 years of experience in serving the financial planning needs of the wealthiest families in America, Perigee focuses solely on that market segment.  We possess the expertise to develop innovative solutions for virtually any personal financial problem as well as to maximize the value to you from any significant capital influx.

Our outstanding team has the credentials and experience to help you and your family succeed in continuing to build your family wealth.

George Strobel
Founder & Managing Director

George has over 30 years of experience consulting with wealthy families. He splits his time between the Atlanta and Sarasota offices and handles engagements throughout the US. 
You can contact George directly at gstrobel@perigeegroup.com via email.  His cell phone number is 404.372.3383.

Services

Estate Planning

Includes all facets of estate planning: tax planning, asset protection planning, charitable planning, insurance and liquidity planning, and planning for special family issues.  We specialize in planning for high-net-worth estates of $20 million or more.

Insurance Analysis and Product Design

We analyze and design life insurance solutions for the high-end market.  We can help evaluate and design policies whether your motivation for obtaining the insurance is liquidity based, investment based or simply a need to better provide for your family.

Charitable Planning

We have deep expertise in all avenues of charitable planning.  Our goal is to integrate our client's philanthropic wishes with their overall family wealth plan. Not only do we structure new charitable giving vehicles; but we do significant planning with many pre-existing charitable structures in order to accelerate the benefits to the named charity and maximize any potential benefit to the donor.

Investment Diversification Planning

We assist individuals in evaluating the need for investment diversification and facilitating the development of a cost efficient diversification plan.  This often proves challenging since concentrated asset positions are typically how families create their wealth.

Tax Credit Planning

Perigee assists taxpayers in determining which tax credits could reduce a taxpayer’s federal and state tax liability. We work closely with Monarch Tax Credits, LLC to select the right tax credits for you. To learn more visit Monarch Private Capital