PERCHERON CONSULTING

PERCHERON CONSULTING does not manage discretionary assets. It operates as an independent advisory firm helping families and private investors design and oversee their own investment operations. The distinction matters because it removes the conflict of interest present when an advisor also competes for AUM.

The firm works on a referral-only basis, with introductions typically coming from private wealth attorneys, trust companies, and multi-family office executives. There is no public marketing or web presence, consistent with a practice built on discreet relationships with families who value confidentiality.

PERCHERON CONSULTING does not accept placement fees, revenue-sharing arrangements, or carried interest from any investment manager or product provider it evaluates for clients. This fee-only model is intended to keep the firm's recommendations aligned with the family's interests rather than with a third-party distribution incentive.

Engagements generally cover governance design, asset-allocation strategy, investment policy drafting, manager sourcing and due diligence, and direct-deal evaluation. The firm also advises on club-deal formation, helping families collaborate on control investments. Each engagement is project-based rather than an ongoing AUM relationship.

Yes. The firm works on family governance structures, including committee design, family employment policies, and education programs for rising-generation members. This recognizes that investment architecture and family governance are intertwined in most single-family offices.