Insights

High Net Worth Focus Perpetum Consulting specializes in serving ultra high net worth families, presenting opportunities to offer advanced wealth management, estate planning, and family governance solutions tailored for clients with complex multi-jurisdictional needs.

International Expertise With over 20 years of experience working across Latin America and the United States, the company can benefit from partnerships or solution integrations that support cross-border wealth structuring and compliance services for globally active high-net-worth clients.

Technology Adoption Utilizing a modern tech stack including Open Graph, Wix, and HTTP/3 suggests openness to digital engagement; there is potential to provide virtual advisory services, secure client portals, or digital onboarding solutions to enhance client experience.

Market Expansion Opportunities Operating in a niche market with a revenue range of 1 to 10 million and a small team indicates growth potential through scalable service offerings, strategic marketing to high-net-worth individuals, or expanding into additional regions with similar client profiles.

Complementary Service Partnerships Given their focus on family dynamics, legal compliance, and legacy planning, partnering with legal, tax, or financial technology firms could enhance service delivery, creating comprehensive solutions for affluent families facing complex wealth transition challenges.

Perpetum Consulting Tech Stack

Perpetum Consulting uses 8 technology products and services including Open Graph, Wix, Polyfill, and more. Explore Perpetum Consulting's tech stack below.

  • Open Graph
    Content Management System
  • Wix
    Content Management System
  • Polyfill
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • HSTS
    Security
  • Bootstrap
    UI Frameworks
  • X-Content-Type-Options
    Web & Portal Technology
  • HTTP/3
    Web & Portal Technology

Media & News

Perpetum Consulting's Email Address Formats

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

Frequently Asked Questions

Where is Perpetum Consulting's headquarters located?

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Perpetum Consulting's main headquarters is located at San Diego, California United States. The company has employees across 1 continents, including North America.

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.

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 May 2026, Perpetum Consulting has approximately 6 employees across 1 continents, including North America. Key team members include Principal: B. K.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 Open GraphWixPolyfilljQueryHSTSBootstrapX-Content-Type-OptionsHTTP/3.

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

Business Consulting and ServicesCalifornia, United States2-10 Employees

We offer family office services for a small group of ultra high net worth international families helping them  leave a legacy for future generations.

Perpetum Consulting serves high net worth families in Latin America and the United States by providing support through our experience as trustees, company managers, attorneys and coaches. We are here to protect your family’s interests and help you navigate challenges such as transition planning, ownership change, wealth accumulation and wealth management issues, conflict resolution as well as family and business governance.

Our firm has over 20 years of international experience in the private wealth industry, working with family-owned business, family dynamics, and wealth accumulation across generations and borders. We have extensive experience in compliance with multiple tax and legal systems, and help clients plan for multi-jurisdiction and intergenerational ownership change.

Our inclusive approach focuses on the family as a whole. We help foster trust among the family members and look at wealth in a way that ensures a legacy. The work we do is confidential and personal in nature, and often involves an extensive evaluation of family dynamics and business structures. We are not interested in selling products or services for commissions and fees. Instead we are fully dedicated to build trust and empower families to manage their wealth with intention and purpose.

Section iconCompany Overview

Headquarters
San Diego, California United States
NAICS Code
5416 - Management, Scientific, and Technical Consulting Services
Founded
2016
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

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

Section iconFunding & Financials

  • $1M$10M

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

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