Our Services

C2C provides customized planning and wealth management services for high-net-worth individuals. Some are actively building their careers and growing companies, others are embarked on a life-journey enabled by their success, and many are crafting a legacy for their family and their communities. In all cases, their wealth and personal commitments create a significant work-stream that needs effective management to insure their goals are achieved.

The principals at C2C serve as team leaders for our clients’ financial affairs. Our professional experience is rooted in investment and financial management. Over time, however, we have expanded our role to meet the complex needs of our clients. We are the senior advisors at the hub of multi-disciplinary teams of attorneys, accountants and financial professionals who each have a role to play in our clients’ wealth management.

The pillars of our practice are:

Planning

There is an old saying, “If you don’t know where you are going, then any road will get you there.” This is the opposite of our approach. Our work begins with a clear mapping of our clients’ goals, then crafting a strategic plan to achieve those goals.

Education

To make effective decisions, people need to understand how taxation, regulatory compliance and various legal frameworks (trusts, wills, limited partnership, etc.) will affect their portfolio, estate and financial goals. We take the time to educate our clients, and their families, so they can make informed decisions.

Coordination

A seemingly minor decision in a legal process can have a significant tax impact. Altered family dynamics may necessitate changes in cash flow or long-term planning. Effective wealth management requires cross-functional communications and understanding. We coordinate the flow of pertinent information from the client and across the professional team so their actions are based on the best available information.

Accountability

The clients we serve stand at the pinnacle of a substantial, multi-faceted financial estate and face significant demands of regulatory compliance, reporting, ROI analysis and performance review. C2C will manage accountability across the wealth management team, with transparent reporting to our clients.