Perennial

Perennial is a modern, partner-driven wealth management and investment firm that serves families, professionals, and institutions. Positioned as a challenger to traditional wealth management, Perennial emphasizes a smarter, more thoughtful approach that prioritizes alignment of interests and bundles advice, management, and service together with direct access to their investment team. Founded by a team with over sixty years of combined experience in public and private equity investments, Perennial aims to provide a wealth management experience that its founders would personally choose as clients. The firm is located in New York, New York.