Insights

Family Office Opportunity High net worth family offices across Latin America and the United States may require governance, transition planning, and intergenerational wealth management services, representing a potential expansion for Perpetum Consulting.

Trust and Governance Position Perpetum as a trusted guardian for family governance, conflict resolution, ownership transitions, and multi-jurisdiction compliance to address complex intra-family dynamics and protect legacy.

Private Wealth Niche Leverage two decades of international private wealth experience to target UHNW families seeking confidential, non-commission-based advisory with a focus on legacy building rather than product sales.

Platform Expansion Potential upsell to technology-enabled services for client onboarding, secure document management, and cross-border compliance support using existing tech stack integration with WordPress, Wix, and Google Cloud.

Strategic Partnerships Forge alliances with private banks, legal firms, and fiduciary services to access a broader UHNW client base and co-create integrated governance and wealth management offerings.

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Perpetum Consulting Tech Stack

Perpetum Consulting uses 8 technology products and services including Wix, WordPress, Wix eCommerce, and more. Explore Perpetum Consulting's tech stack below.

Perpetum Consulting's Email Address Formats

Perpetum Consulting uses at least 1 email format:
Perpetum Consulting Email FormatsExamplePercentage
First@perpetumconsulting.comJohn@perpetumconsulting.com
100%

Frequently Asked Questions

What is Perpetum Consulting's official website and social media links?

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Perpetum Consulting's official website is perpetumconsulting.com and has social profiles on LinkedIn.

How much revenue does Perpetum Consulting generate?

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As of September 2026, Perpetum Consulting's annual revenue is estimated to be $1M - $10M.

What is Perpetum Consulting's NAICS code?

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Perpetum Consulting's NAICS code is 5416 - Management, Scientific, and Technical Consulting Services.

How many employees does Perpetum Consulting have currently?

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As of September 2026, Perpetum Consulting has approximately 6 employees across 1 continents, including North America. Key team members include Principal: B. K. and Consultant / Tax & Wealth Specialist: P. D. L. V. Explore Perpetum Consulting's employee directory with LeadIQ.

What industry does Perpetum Consulting belong to?

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Perpetum Consulting operates in the Business Consulting and Services industry.

What technology does Perpetum Consulting use?

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Perpetum Consulting's tech stack includes Wix, WordPress, Wix eCommerce, Microsoft 365, Google Cloud, Sentry, reCAPTCHA and Sitelinks Search Box.

What is Perpetum Consulting's email format?

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Perpetum Consulting's email format typically follows the pattern of First@perpetumconsulting.com. Find more Perpetum Consulting email formats with LeadIQ.

When was Perpetum Consulting founded?

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Perpetum Consulting was founded in 2016.
Perpetum Consulting logo

Perpetum Consulting

Business Consulting and ServicesCalifornia, United States2-10 Employees

Perpetum Consulting is a small San Diego-based firm that provides family office services to a select group of ultra high net worth international families, helping them preserve wealth as a lasting legacy. Drawing on experience as trustees, managers of family-owned entities, attorneys, and coaches, the firm supports governance, transition planning, ownership changes, and wealth management. 
It serves families in Latin America and the United States, assisting with cross-border ownership and compliance considerations. Its approach treats the family as a whole, focusing on trust-building and deliberate, intergenerational wealth planning while preserving confidentiality. The practice is independent of product sales or commissions, offering guidance without tied incentives.

Section iconCompany Overview

NAICS Code
5416 - Management, Scientific, and Technical Consulting Services
Founded
2016
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Perpetum Consulting's revenue is estimated to be in the range of $1M - $10M

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