Peter Lodwick

Peter Lodwick is a Partner at Turtle Creek Wealth Advisors, LLC, where he specializes in advising affluent families on wealth management, legacy planning, and governance. His current role centers on delivering highly customized investment advisory, tax, estate planning, and family office services, leveraging decades of professional experience to help clients build and preserve multi-generational wealth.

He has extensive expertise in merger and acquisition transactions, board governance, and securities law, honed through a distinguished legal career as a partner at Holland & Knight (formerly Thompson & Knight), and as Vice President and General Counsel at The Container Store. Prior to joining Turtle Creek, Peter served nine years as Managing Director and Executive Committee member at Corient (formerly RGT Wealth Advisors), where he focused on investment strategy, complex financial planning, and solutions for high net worth individuals and families.

Peter holds both a B.B.A. in Finance and a Juris Doctor from Southern Methodist University, equipping him with deep technical knowledge in finance, law, and governance. His investment approach encompasses traditional and alternative asset classes, estate planning strategies, and leadership in multi-family office practices. Notable achievements include long-term mentoring of clients in legacy creation and governance, and contributions to executive leadership within major finance and legal firms.