Peter advises and protects families with significant net worth, taking into account his clients’ entire financial plan, lifestyle, real estate holdings and private collections. Peter comes from a long history of community involvement. Grandmother, (Tanny) Mrs. Harry C. Duncan, formed the first Guild in Belvedere, California in the 1940s and was recognized as a 35 year member to Sunny Hills, a non-profit that has served vulnerable youth and their families since 1895. Grandfather, Harry C. Duncan was an innovative sales executive with The Travelers in San Francisco, CA, writing the first known group benefits policy for his flagship account Safeway, a well known San Francisco Bay Area grocer.