Family Offices

Providing Comprehensive Guidance and Powerful Service To Wealthy Families and their Advisors

Chalk Cullum & Associates provides wide-ranging services to Family Offices seeking to enhance and secure the resources of wealthy families. CCA enjoys working alongside family advisors to administrate, diversify, and manage the investible assets of the family, while also helping their advisor navigate an ever-changing legislation and tax environment. Often, Family Offices utilize CCA as an economical solution to annually review their portfolios and processes, including:

  • Investment Portfolio Reviews
  • Alternative Investments to the Market
  • Risk Assessment
  • Tax Strategies
  • Insurance Reviews
  • Reviews / Designs for Estate Plans, Family Trusts, & Advance Medical Directives
  • Family Foundations / Charitable Giving Strategies


Observations and Updates from CCA

Market Update

The fourth quarter of 2018 continues to be a volatile season for the markets. Since this has been such an ‘interesting’ week, we wanted t... read more


Market Update

October has been another volatile month in the stock market. The theme for 2018 continues to be volatility. As you can see from the chart of... read more


Portfolio Update

As stated in previous posts, we have been monitoring the bond market and the effect rising interest rates and inflation have on the fixed inc... read more


Market Update

We hope you are having a safe and relaxing summer and have found a place to get out of the heat. The second quarter ended with stocks and bon... read more