Family & Business Affairs

Trusted perspective for complex decisions.

Senior-level financial and business guidance for families, business owners and privately held companies navigating transition, growth and opportunity.

ClarityCoordinationConfidence

The R² Peak approach

A clear view across the entire financial picture.

Important decisions rarely fit neatly into one category. Personal wealth, family priorities, operating companies, real estate, financing and professional relationships are often deeply connected.

R Squared Peak Advisors brings those elements together. We provide experienced oversight, independent judgment and disciplined follow-through—helping clients evaluate choices in context and move forward with confidence.

What we do

Executive-level support where it matters most.

01

Family Office Advisory

Centralized financial oversight, consolidated reporting, liquidity planning and coordination across a family’s professional relationships.

02

Business & Strategic Affairs

Independent analysis and senior-level guidance for privately held companies, significant decisions, growth initiatives and succession planning.

03

Banking, Credit & Liquidity

Review, structuring and coordination of personal and commercial banking relationships, financing alternatives and liquidity resources.

04

Real Estate & Transactions

Financial perspective on acquisitions, dispositions, refinancing, property performance and complex real estate decisions.

05

Advisor Coordination

A central point of coordination for attorneys, accountants, investment professionals, bankers, insurers and other specialists.

06

Special Situations

Focused executive attention during periods of transition, estate settlement, restructuring, financing or other time-sensitive matters.

Why R² Peak

Experience and judgment built over four decades.

Robert Rigoroso brings 40 years of banking, financial and business experience, combining the perspective of a senior financial professional, seasoned business owner and family office executive.

His background includes extensive experience in banking relationships, complex financial matters and real estate transactions, together with a broad network across the local and wider business and professional community.

Connect with Robert on LinkedIn
40Years of banking, financial and business experience
OneCoordinated view across family and business affairs
TrustedIndependent guidance grounded in long-term relationships

Start a conversation

Let’s discuss the decisions in front of you.

Every engagement begins with a confidential conversation about your priorities, the issues requiring attention and where experienced oversight can add value.

Robert Rigoroso

R Squared Peak Advisors

1999 Grand Avenue, Suite A
Baldwin, NY 11510
516-840-5354 robert@r2peak.net LinkedIn profile ↗