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Why Peregrine
Built for families whose needs exceed traditional wealth management.
Ultra-high-net-worth families operate across legal structures, real estate portfolios, business interests, liquidity events and generational governance. Most assemble multiple advisors across these disciplines and manage coordination themselves.
Peregrine was built to remove that burden.
We integrate planning, execution and capital strategy under a single platform so families can make clear, coordinated decisions across every dimension of wealth.
Core Capabilities
Five integrated advisory disciplines
Legal & Tax Strategy
As a full-service law firm, we provide integrated income, capital gains and estate tax planning, transaction counsel and pre and post-liquidity event strategies that focus on what you net, not just what you gross. We help structure and protect complex family balance sheets, guide generational transitions and serve as your partner for generations.
Family Office
Integrated services aligned across multiple teams, including investment planning and coordination, accounting and reporting, trust administration, governance advisory, philanthropy support and concierge services.
Real Estate Principal Investment Advisory
Full-cycle execution for direct and co-investments, applying middle-market, private-equity-style discipline and large fund experience across underwriting, acquisition, capital formation, asset management, recapitalizations and dispositions.
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Investments
Portfolio design emphasizing alternatives, tax-efficient structuring, public markets and private strategies, including direct, co-investment and sidecar opportunities that give you access to general partner-style terms and differentiated fee structures aligned with your liquidity needs.
Private Credit
Direct lending, mezzanine, note-on-note, and structured credit opportunities sourced for non-correlated income and risk-adjusted portfolio diversification.
How We Are Different
We operate as principals, not a referral network.
Peregrine integrates disciplines that typically operate in isolation:
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Attorneys
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Family office professionals
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Real estate principals
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Investment advisors
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Private credit specialists
Rather than coordinating outside firms with competing incentives, our teams operate within one platform, aligning legal strategy, capital deployment, investment execution and governance decisions. This integrated platform enables unified advisory across legal strategy, real estate, investments and family office, delivering principal-level execution with direct sourcing and structuring, tax-aligned asset positioning and fully integrated generational governance.
