Capabilities

CCFO operates in an opportunistic and flexible architecture. We manage portfolios and recommend the very best investments for clients, free from economic conflicts or incentives.

Technology

CCFO leverages state-of-the-art portfolio software tools to integrate critical information and enable strategic decision-making.

CCFO is an early pioneer of wealth management software solutions.

Back Office

CCFO is well equipped to support the unique accounting and administrative needs of the high-net-worth family.

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.