Family Office

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A family office specialises in managing the financial, charitable and even philosophical goals of distinguished families. Traditionally, wealthy families have established their own offices to manage their personal and business affairs. A full team of various professional advisers help the family members to establish and achieve their goals and objectives. Through ongoing and regular reviews, the CCM trusted adviser supports the family to better understand, protect and grow their wealth. The size of their wealth allows access to opportunities that are not open to ordinary families to affect real change to make communities better for all.

OUR PURPOSE

The CCM Family Offfice specialises in managing the affairs of families. We work with our clients to create comprehensive multi-generational wealth management plans. We consistently deliver remarkable service and value, ensuring that the same level of service and support is provided to the youngest and the oldest members of the family. We sit on the same side of the table as the client in all our dealings. We are the recognised point of contact for our clients when creating and managing their financial and philanthropic affairs.​​​

CHALLENGES OF WEALTH

Our experience has shown us that many clients possess a fragmented financial and philanthropic plan, comprising various financial arrangements and points of contact. We frequently find that these arrangements are sub-optimum and not aligned to the client’s goals. The arrangements are often time consuming, cause frustration and rarely achieve the desired result. Our approach to family planning takes account of our clients’ values as well as their goals and objectives. Recognising that our clients lead busy lives, our service enables them to focus on things that are more important to them in life, such as their family, friends, career and their health.

STRONGER TOGETHER

CCM will work with your existing team or build a team of advisors with you to manage the families financial and philanthropic affairs. 

The family's investments, including stocks, bonds, real estate, and private equity, aiming to grow and preserve wealth. 

Your team assists with financial planning, including budgeting, tax planning, and insurance, ensuring the family's financial future is secure. 

Your trusted advisor will help with the legal and financial aspects of transferring wealth to future generations, including trusts and wills. 

We work with you to coordinate the family's charitable giving and philanthropic endeavors. After understanding your motivations and intentions, CCM will identify causes and charities, schedule site visits and volunteer opportunities. 

Our concierge service can also handle personal needs, such as managing homes, private jets, or yachts, depending on the family's requirements. 

We also help families establish structures and processes for effective decision-making and conflict resolution among family members. 

We pride ourselves on helping families preserve their values and ensure the long-term continuity of their legacy. 

We also create programs that educate younger members of the family about values, traditions and responsibitities of wealth and how it can and should be used, based on the family's values. 

We can help to install the next generation an appreciation for their wealth and its demands. 

We help parents and grandparents with the skills and the tools to lead giving conversations and lead by example through stories, explaining the families core values, how to research and select charities with a trusted advisor.