What We Do
CCFO manages the day-to-day complexities of family wealth. We work directly with each family to provide a comprehensive and strategic partnership across investments, family office services and tax and estate planning.
Our Investment Advisory Team acts as your Chief Investment Officer (CIO.) We specialize in constructing unique investment portfolios across both traditional and alternative asset classes, with each portfolio specifically tailored to meet each client’s needs.
Our Family Office Service Team acts as your Chief Financial Officer (CFO.) This dedicated accounting and client service team works directly with each family to provide a complete solution for their individual needs. These discrete services vary from each family and may include personal and trust and partnership accounting, budgeting, cash management, bill pay as well as lifestyle services.
Our Tax Strategy and Estate Planning Team will serve as a proactive advisor to each family on tax strategy and the ever-changing landscape of tax and estate.
We meet each family’s unique reporting requirements through our best-in-class integrated portfolio and performance reporting tools.
Investment Advisory
Every family is unique and we approach each relationship as such. We offer each family a wide selection of independently sourced investment opportunities across the full spectrum of risk-adjusted returns. The Investment Advisory team, which has decades of investing experience across multiple economic cycles, operates in an opportunistic, flexible and open architecture environment. The Investment Advisory Team is proficient at investing and building portfolios that are managed without economic or incentive conflicts. A deep understanding of each family’s needs allow us to build custom investment strategies that balance asset growth, current income and capital preservation. We seek to build resilient portfolios that compound returns over time and are less about chasing returns and more about enduring throughout market cycles.
Accounting and Client Services
CCFO understands the complexities of family finances and is well-equipped to support their unique accounting and administrative needs. A dedicated and experienced team of accounting professionals assist with all accounting needs, including cash management and reporting, budgeting, bill pay, generational wealth concerns, and family support. Our team will integrate with and support existing accounting, trust, and tax professionals. We leverage state-of-the-art portfolio software tools to generate performance and budgeting information that drive strategic decision-making.
CCFO is an early pioneer of wealth management solutions. Read about our innovative and early adoption of Navigator. (Read More)
Tax Strategy and Estate Planning
CCFO will serve as a proactive advisor to the family on tax strategy, liquidity events, philanthropy and estate planning. Our dedicated team of experts help each family navigate the complexities of tax associated with large and complex assets, growing or selling a private business, and retirement planning. Our goal is to proactively provide solutions that minimize capital gains and tax exposure. Through our unique and exclusive partnership with Midwest Trust, CCFO is well positioned to facilitate family fiduciary needs and assist the family as a personal trustee.
Lifestyle Services
Our dedicated team supports our client’s pursuit of extraordinary, efficient, and stress-free lives. We work directly with each family to simplify and ease the burden of negotiating challenging areas such as aviation, personal real estate transactions and financing, next-generation wealth management and education, assistance with life events, and top-tier family medical coverage options. Our service and support extend well beyond financial; we aspire to become your complete trusted professional resource, especially in times of need.