A Suite at Your Service

CCFO tailors its services to suit our clients’ desired objectives. These specialized options can be chosen individually, or as part of an integrated platform, to best fit your specific needs. Select aspects of the CCFO suite of services include:

Investment Advisory

Seasoned counsel in critical investment areas: sourcing, structuring, monitoring, and risk management.

Direct Investments

A full, in-house private equity team to source, conduct due diligence, and execute debt and equity private investments.

Family Assets Management

Providing a customized, solutions-based approach to family legacy and sustainability concerns: trusts, foundations, and philanthropy.

Business Services

Customized accounting, expense management, and reporting, generated with powerful tools using the latest technology.

Partnered Solutions

Collaborating with clients on residential and lifestyle management, insurance and estate planning, and passion.


Custom client portfolio presentation with investment aggregation, performance reporting and benchmarking. Client portal using the latest technology provides real-time access to account balances and transactional activity.