Family Offices
Build the leadership and governance that lets a family run its own wealth and businesses.
The main risk to a family legacy is rarely the market. It is a gap in leadership, governance or succession.
The real challenge
Where family enterprises are exposed.
Succession gaps
No clear path for the next generation to lead.
Advisors without self-governance
Excellent professionals around a family that has not agreed how it decides.
Estate plans without leadership succession
Assets are transferred. Leadership is not.
Underperforming operating companies
Businesses held directly that need operating discipline.
How Peak is different
An exit-oriented model, with a defined end point.
We are not an ongoing family office. We apply the approach we use in private equity portfolio companies to families, then hand leadership back to you.
Fractional executives and recruiting
CFOs, COOs, CIOs and CEOs placed where the family needs them, with recruiters who specialize in family office searches.
Operations specialists
Hands-on support for the businesses the family owns.
Next-generation development
Next-gen family members work alongside experienced operators.
Interim leadership
Stable leadership through transitions.
Governance design
Decision rights, reporting and structures the family agrees to.
Full confidentiality
Every engagement is covered by NDA.
Our framework
Succession is not an event. It is an ascent.
The ASCENT Framework is how Peak guides a family office through a leadership transition, one phase at a time. Each phase builds the next generation of leadership and ends with a clean handoff.
Base Camp
Assess the current state, clarify the vision and align on principles.
Strategy
Define the future state and create a succession strategy.
Capability
Build leadership capabilities and prepare the next generation.
Execution
Implement governance, roles and transition plans with discipline.
Navigate
Navigate transitions, manage change and mitigate risk.
Transform
Evolve the legacy and create impact for generations to come.
Colleen, you and your team asked my family questions I never expected to answer. They were private, invasive, and exactly what we needed to make better decisions. Thank you for slowing down and caring.
Founder, during family office setup
I know this sounds crazy, but we don't want you to leave! Your thoughtfulness around succession planning and protecting our legacy was more than we can ask for. Your affirmation and benchmarking of advisors empowered us, and it was great to know we have the right team. We'll see you next year!
Founding family
Privé by Peak
One relationship for the whole family.
Alongside our leadership work, Privé by Peak gives families a dedicated Attaché for health, travel, privacy and the details of daily life. Membership is by introduction.
The engagement
Assess, install, hand off.
Assess
We evaluate the family, the leadership bench and the operating companies.
Install
Fractional leaders and governance structures go in alongside your people.
Hand off
The family and its chosen leaders take over, with the systems to sustain it.
Our bench includes operators with experience inside ultra-high-net-worth family environments, across real estate, manufacturing, life sciences and retail.
One page
Take it to your family.
A one-page overview for principals, family office leaders and their advisors: where families are exposed, what we deliver, and how Privé by Peak looks after the family.
Start with a confidential conversation.
Thirty minutes, under NDA if you prefer.