Our Firm
Audientis is a unique and exclusive financial advisory firm that helps clients succeed in a complex, high-touch environment. Together, we work to ensure that your business objectives match your personal goals. Our services are developed from your perspective, and each plan is tailored to your individual or family’s needs. Our philosophies revolve around Estate, Gift & Trust Planning, Asset Protection, Business Valuation, Strategic Philanthropy, Family Business Consulting, Wealth Distribution Planning, and Tax Minimization Strategies.
We work with a select group of family-owned and closely-held businesses.
Audientis understands that business owners may have day-to-day responsibilities that stand in the way of developing comprehensive plans for their most important financial assets. Without proper planning, only a fraction of family-owned businesses may survive into the second generation and even fewer into the third. Our expertise enables us to develop custom-tailored solutions to address any client’s immediate financial difficulties or longer-term operating, financial and strategic objectives.
Core Principles
Audientis centers its core principles around the philosophy of Learning by Listening. Our team understands that each client has ever-changing and unique objectives, which is why we believe that critical listening is key when providing impartial and exceptional advisory services.
Distinguished Boutique Investments
By keeping our number of clients small, Audientis remains agile and can establish unique and personal relationships with its clients, not afforded by larger firms.
Complete Transparency
We guarantee our clients full transparency in engagements and make a commitment towards putting our clients first.
Trustworthy Client Relationships
Owner and management objectives are top priority; the right deal with the right party at the right time.
Strategic Philanthropy
Your family’s legacy is one of your most valuable assets, and the successful transfer of wealth and values from one generation to the next requires expert planning that we provide all our clients.
Meet the Team
Our Team
Founder & Principle
William (Bill) J. Pergolini
William (Bill) Pergolini is the Founder and Principal of Audientis, LLC. Bill has over 35 years of experience in the total wealth management sector, with particular expertise in securities and real estate markets, personal investment strategies, estate tax planning, mergers and acquisitions, restructuring, and financing. Bill consistently ensures the long-term viability of multi-million-dollar portfolios, with a focus on servicing the complete needs of high net worth individuals and wealthy families. But more than an advisor, Bill is a person who influences and persuades top ranking people; whose opinion is highly sought after; and whose judgment is respected and trusted.
Bill started his financial services career in the United States Bankruptcy court. From there, he joined the specialized division one of the largest financial service organizations in the world, CIGNA Financial Advisors, where he brought his extensive financial and real estate expertise to high echelon owners of closely held private businesses.
Since founding Audientis in 2002, Bill has worked with some of the wealthiest individuals and families in the United States. He also serves as a principal for several real estate companies specializing in capital and commercial development, real estate syndication, and bankruptcy restructuring and management. Aside from his professional achievements, Bill has a passion for philanthropy. He serves on the Board of Trustees at the Center for the Visually Impaired. In 2015, Bill founded the non-profit, Through Gia's Eyes Foundation, to help families with children suffering from vision impairment and get the help and devices they need to help their children live an independent life with dignity.
Bill Pergolini has earned a BA in Economics from Villanova University.