Family office services for every C2 family.
From day one, your C2 team collaborates with our in-house CPAs and affiliated estate attorneys to keep your plan fully connected and aligned. That's because every decision across investments, taxes, and estate planning affects the whole. Our Family Office services model brings that level of coordination and expertise within reach of every C2 family.
Integrating your investment, income, and tax strategies to help maximize lifetime retirement income.
Our financial planning, asset allocation, and investment management services are built around a single principle: every financial decision should work within one coordinated framework.
Using data-driven modeling and comparing hundreds of plan iterations, our team develops a strategy that integrates portfolio management, tax efficiency, income sequencing, and long-term risk analysis. Investment allocations are derived directly from your customized plan: every portfolio decision reflects your time horizon, income needs, tax position, and risk capacity, not generic models or market fads. The result is a clear, adaptive plan designed to guide decisions with clarity and consistency through changing markets, tax laws, and stages of life.
Transforming tax planning from a yearly task into a lifelong advantage.
At C2, tax planning isn’t a once-a-year event: it’s a continuous, data-driven process woven into every part of your financial plan. In addition to preparing and filing tax returns, our in-house CPA team coordinates directly with financial planners and advisors to ensure that investment, income, and distribution decisions are made with full awareness of their tax implications. We use forward-looking modeling to identify opportunities for efficiency (such as Roth conversions, tax-loss harvesting, and withdrawal sequencing) so clients can make proactive decisions year-round, not just at filing time. Each strategy is grounded in data and reviewed through both a planning and tax management lens to help reduce tax drag and avoid costly surprises. The result is a fully integrated approach to tax efficiency and optimization across not one year, but an entire lifetime.
Coordinating estate strategy and next-generation education to mitigate risks and optimize your plan.
Estate planning tactics are integrated directly into your financial plan to help mitigate risk and achieve the legacy, charitable, or income outcomes most important to you. Our team collaborates with affiliated estate attorneys to structure trusts, beneficiary designations, and charitable strategies that align seamlessly with your broader financial and tax framework. This ensures that inheritance structures, survivorship risks, and tax implications are fully understood and mapped. The result is a fully integrated estate and legacy plan that connects directly to your financial, investment, and tax strategies.
We also offer dedicated programs for the children of our clients, focused on financial literacy, investing fundamentals, and responsible stewardship of wealth. These sessions prepare the next generation to make informed financial decisions. The result is a fully integrated estate and legacy plan that connects directly to your financial, investment, and tax strategies. Estate planning and tax services may be offered through separate, affiliated professionals. C2 Private Wealth does not provide legal advice.
Every C2 client journey starts with education.
We believe education should come before advice. That’s why we invite anyone interested in retirement planning to attend a comprehensive class hosted by the Retirement Education Foundation.