Succession Planning Academy
C2 delivers a family office experience for every C2 family. Our next-generation program pairs education with execution by integrating tax, estate, and financial planning, so clients can confidently navigate major financial decisions at every stage of life, from first paychecks to first homes, equity compensation to estate plans, and income to inheritance.
Our team will start you off on the path toward financial empowerment with a roadmap to retirement.
C2 Private Wealth delivers a family office experience for high-net-worth families, bringing education, financial planning, estate strategy, and tax efficiency together in one place. We serve as a single, trusted resource for your full financial life, so every decision is coordinated, intentional, and aligned with your long-term goals. This is not a passive program. Through this program, you’ll also have C2's knowledge and experience at your fingertips to help guide you through major life events and avoid the mistakes most 20-, 30-, 40-, and 50-year old’s make.
Program Outline
Glidepaths to Retirement
As part of our Succession Planning Academy, we build you a personalized glidepath to retirement aligned to your goals, timeline, and risk profile. Your plan is developed in the context of your specific situation and age, helping you evaluate the key questions that matter most: Are you on track? What should you be doing differently today? How do today’s decisions impact your future? Where relevant, we coordinate this alongside your parents’ C2 plan to support intergenerational alignment, allowing decisions around wealth, taxes, and legacy to be made more cohesively. This program is informed by what we consistently see working with older clients: the biggest regrets tend to come from investment missteps, poorly structured major purchases, or decisions made without a long-term lens. Your C2 team serves as an ongoing sounding board to help you navigate key financial decisions.
Taxes
Annual tax filing is included as part of the program, along with ongoing tax planning support integrated into your broader financial strategy. Our tax team prepares your returns and supports ongoing tax planning decisions in the context of your overall plan, including considerations around income, investments, potential wealth transfers and inheritances, and other tax-related questions as they arise. This ensures tax planning is coordinated alongside your financial and estate strategy, rather than handled in isolation.
Estate Planning
As part of this program, we coordinate the creation of estate planning process as part of your broader financial plan. This includes facilitating the creation of core estate documents, such as powers of attorney, wills, and trusts, through our digital platform, designed to make the process more efficient and accessible. For more complex situations, or if you prefer to work directly with an attorney, we can coordinate access at a discounted rate. Throughout the process, your C2 team works alongside you to help ensure your estate plan integrates thoughtfully with your financial plan, so decisions are made with a clear understanding of both immediate needs and long-term implications.
Education
A core component of the C2 experience is always education. As part of this program, you'll receive access to our exclusive library of educational resources. This is one of the most important tools we provide to support better decision-making over time. This is a growing collection of videos and materials from trusted professionals across estate planning, tax, mortgage, and other key areas, designed to help you understand the frameworks behind major financial decisions. Rather than relying solely on point-in-time advice, this library is meant to build your baseline knowledge so you can engage more confidently, ask better questions, and make more informed choices as your situation evolves.
Program Summary
Our program includes the delivery of a personalized retirement glidepath, annual reviews, estate planning document creation, annual CPA-led tax planning and preparation, and ongoing education and coaching. As your financial life becomes more complex or you approach retirement, we will recommend transitioning into our full client experience for more comprehensive planning and support.
Program Pricing
Initial Enrollment (One-Time Fee):
- $3,000 — for 1 child
- $5,500 — for 2 children
- $7,500 — for 3 children
Ongoing Annual Fee (Starting Year 2):
- $1,500 per child, regardless of the number of children
Please refer to the Financial Consulting Agreement for additional Plan details and related fees.
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.