Capabilities

Addepar_Inc_Corporate_Logo3-1.png

Investments

CCFO provides access to, evaluates, and maintains deep personal relationships with top-quartile investment managers
across all asset classes and geographies.

Advisory

Through our experience and exclusive client base, we have formed relationships with advisors in critical areas including trusts and
estate planning, tax, insurance, philanthropy, and family wealth counseling.

Technology

Provides clients with information
management using the latest technology for comprehensive and powerful reporting tools to make timely, informed, and
strategic decisions.

Back Office

Access to an experienced team of family office professionals that specialize in serving the unique business and financial needs of
high-net-worth families.