By Entrepreneurs,
For Entrepreneurs
We’ve walked your path. As entrepreneurs, we understand the challenges you face when managing investments, planning your next chapter, navigating tax laws, educating the next generation, and leaving a legacy. We provide solutions to protect and grow wealth, simplify personal finances, and secure a lasting legacy for our partner families.
Our founders, with backgrounds in private equity and financial services, launched Pennington using capital from successful exits of family businesses. Today, we advise on more than $4 billion for ourselves, our families, and our clients. Drawing on our own experiences, we craft tailored wealth and financial strategies to address the same hurdles we once faced—helping individuals and families achieve their goals with confidence.
Client Centric Partnership
Pennington utilizes an aligned partnership model to serve a select group of individuals and families nationwide. We specialize in creating and implementing tailored strategies and investment portfolios, paired with personalized service.
Strategic Estate Planning for Generational Wealth
Selling your business can create lasting wealth for you, your family, and future generations. We provide estate and legacy planning to address challenges in navigating tax laws, managing investments, and shaping your next chapter. As entrepreneurs who’ve been there, we develop comprehensive estate plans to preserve and transfer wealth while minimizing taxes, educate the next generation as thoughtful stewards, and support philanthropic goals in a tax-efficient manner, so you can focus on what matters most.
Maximizing After Tax Value
We provide advanced tax-minimization strategies through innovative structures and a proprietary suite of tax-advantaged private-market investments, preserving wealth, optimizing outcomes, and supporting multigenerational financial success.
Health is Wealth
We provide tailored lifestyle solutions and ongoing support for you and your family, from nutrition guidance, health coaching, and fitness consulting, to personalized meal plans with private chef options, executive wellness exams, and concierge medicine referrals.