Why CCFO
Partner Engagement
Each family’s primary relationship will be with a CCFO Partner, who will offer strategic advice on all financial and lifestyle needs.
Our Partners have enhanced expertise and decades of experience in solving complex family matters.
Our Partners offer cross disciplinary insight across estate, tax, and family or business succession.
Single Office Service
With our high-touch service and bespoke solutions to address family needs, our clients enjoy the dedicated feel of a single-family office with enhanced resources, cost efficiency, and the greater investment depth that comes from of a multi-family enterprise. Each client receives our full attention.
Our clients have direct access to an extensive team of dedicated professionals that specialize in servicing the unique needs of ultra-high-net-worth families. Our Accounting and Client Service team will manage or assist in investment transactions, cash management, tax support, bill payment and portfolio reporting. Our team is instrumental in the execution of key family efforts such as trust and estate planning, tax planning, philanthropy, insurance, family wealth counseling and education for the next generation.
Investment Acumen
Customized portfolio construction across both private and public investments.
Investment selection is unconstrained, but highly selective across all asset classes and geographies.
Each family has full and timely access to CCFO’s high-caliber investment team, who average+20 years of investing experience in both public and private markets.
Unconflicted Partnership
We have a singular focus, and that is to act as an independent fiduciary.
We are employee-owned and manage every portfolio free of economic conflict.
We offer unbiased advice with the client’s best interest in mind.
There are no fee-earning proprietary products that may drive improper behavior.
Technologically Superior
We utilize a best-in-class portfolio and risk analysis tool that aggregates all assets and provides near-limitless views into the client’s holding by asset class, sector, geography, liquidity, and other attributes – no matter how complex the organizational structure. Through our partnership with our key service provider, Addepar, we provide families with comprehensive and powerful reporting tools to make timely, informed, and strategic decisions.