Persistent Capital Partners has been in business since 2015. Our founder has
over 25 years of insurance and financial services experience with a genesis
in estate planning for High Net Worth (HNW) and Ultra High Net Worth (UHNW)
clients. Formerly employed by fund companies, where a strong knowledge of
product development and wealth management were developed. With oversaw of
global firms' investment programs comprised of technical and fundamental
portfolio development.
We believe estate planning concepts are not just for the wealthy, but for those seeking to develop financial security and generational wealth for the ones they love.