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.
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 email@example.com via email. His cell phone number is 404.372.3383.
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.
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
Perigee Company Portfolio
Perigee Consulting is a boutique tax firm specializing in tax returns relevant to most closely held family entities and trusts. Perigee Consulting also prepares most of the tax returns for Monarch Private Capital LLC and Monarch Tax Credits LLC.
Perigee WEALTH MANAGEMENT
Perigee Wealth Management is a boutique insurance consulting and insurance agency firm.
Perigee Capital is a Registered Investment Advisor, specializing in advising tax credit funds and wealthy individuals on special projects.
Perigee Securities LP is a registered broker/dealer working with the placement of variable life insurance policies and private placements of insurance in certain limited circumstances.
GET IN TOUCH
If you would like to speak with someone about how we can help, please get in touch