Speciality Services
In addition to families and small business owners, Perrotto Private Wealth offers a robust investment platform for several niche industries.
Non Profits & Foundations
Understanding the uncommon investment objectives, hazards, time horizons and related budget projections for nonprofit and other specific situations requires an expertise that can only be acquired from years of experience.
Perrotto Private Wealth's experience of comprehensive wealth approach allows us to offer more than the simplistic approach of merely growing your foundations capital; we are able to address precise cash flow and budgeting limitations and possibilities.
Our services for Endowments, Foundations, and Nonprofit Organizations include:
Review of policy documents
Develop, review and monitor investment policy statements
Asset allocation and portfolio construction
Active participation in board meetings
Ongoing monitoring and due diligence of all investment managers
Non Profits & Foundations
Divorce Planning & Support
For most people divorce is an unfamiliar area that requires an enormous amount of time, energy and a well-defined knowledge of the financial perspectives surrounding each decision that must be made.
We assist our clients through this challenging phase of their lives by offering the necessary financial knowledge, comfort, and planning required to pilot the intricate long-term implications surrounding divorce.
Our Services For Divorce Support Include:
Recommending strategies to the attorney for eliminating or minimizing taxes on assets
Educate the attorney about tax matters while helping protect our client's post-divorce budget.
Keeping things in perspective