FAMILY OFFICE ADVISORY
Tailored solutions and lasting growth — guiding your family enterprise through complexity with expertise and care.
FAMILY OFFICE
Our family office services begin with a deep understanding of your family, your business, and your long‑term vision. We identify what’s working well and where there are opportunities or gaps, helping you pursue multi‑generational success with clarity and confidence.
As a trusted Family Enterprise Advisor, Peter works alongside you to coordinate with your key advisors — including accountants, lawyers, bankers, and investment professionals — so your planning is aligned, efficient, and value‑driven. We help you maximize savings, reduce tax burdens, optimize advisor fees, and save time, all while ensuring that every recommendation reflects your family’s values and goals.
THE C2 FAMILY LEGACY PROCESS
1
DISCOVERY
Taking time to understand your goals and reviewing and assessing your key personal, family and business documents.
2
ALIGNMENT
Getting your plan and the people supporting you aligned to your goals.
3
JOURNEY
Focusing on what matters most for your personal and family business success.
