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Create More Time for What Matters

Simplify your finances, giving you more time to focus on your family, passions, and legacy. We work with ultra-high-net-worth individuals to help safeguard their wealth, pursue opportunities, and build lasting legacies. Our tailored strategies go beyond managing assets—we design holistic plans to simplify complexities, manage taxes, and align with your lifestyle goals. With Per Stirling, enjoy the confidence of knowing your future is on track and your legacy will be strong.

Questions We Address

Managing significant wealth comes with unique challenges and opportunities. As an ultra-high-net-worth individual, you need tailored solutions that address your complex financial needs while helping you achieve your personal and professional goals. These are some common questions we can help answer:

How can I help ensure my wealth is preserved across multiple generations while minimizing tax implications?
What strategies do you recommend for diversifying my portfolio to help protect against market volatility?
How do you approach estate planning to help ensure my assets are distributed according to my wishes?
Can you help me align my philanthropic goals with my financial strategy to maximize impact?
What risk management solutions do you offer to protect my wealth in a changing economic environment?
How do you tailor your services to meet the unique financial needs of ultra-high-net-worth individuals with complex wealth?

How We Help Ultra-High-Net-Worth Clients

Comprehensive financial planning so you can experience more from your life and assets.

Whether you want to grow your wealth, create income for your family, or protect your legacy for future generations, true confidence comes from having a clear plan and knowing your investments align with your unique goals.

Trust Option Navigation

We assist families in exploring the right trust options to preserve and transfer wealth in line with their wishes. Whether it’s asset protection trusts, charitable trusts, or other strategies, we work with your attorney and selected trust company to help ensure your assets are safeguarded and transitioned seamlessly.

Portfolio Management

We manage portfolios that align with your goals for wealth preservation and transfer. From asset protection trusts to charitable trusts and beyond, our experience helps ensure your assets are protected and passed on exactly as you intend.

Risk Management

We use a thoughtful, disciplined approach to evaluate your coverage and insurance options, focusing on identifying and addressing key areas of risk. We strategically help you navigate complexity and seize opportunities.

Tax Planning

Optimize your finances with proactive, tax-efficient strategies. From minimizing liabilities to planning for deductions, we help you keep more of what you earn while supporting your broader financial goals.

Charitable Planning & Giving

Make a meaningful impact with your wealth. Whether through charitable giving, donor-advised funds, or legacy strategies, we help you align your giving with your values while optimizing the financial benefits of your generosity.

Let Us Connect You With The Right Advisor

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Who We Work With

We serve clients across the U.S. with personalized strategies aligned with their unique financial journeys.

Explore Who We Serve

Our Approach

Experience a client-centric process focused on financial flexibility and confidence, with strategies tailored to help you achieve what matters most.

See How We Work

Our Team

Discover a capable and dedicated team who nurture your wealth and strive to deliver guidance that reflects your goals and aspirations.

Meet the Advisors