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

2018 is off to a very volatile start in the stock market. The S&P 500 hit an all-time high of 2,872 on January 26 of this year and today ... read more


Market Update

It has been an interesting year so far, to say the least. We are only a few weeks into 2018 and the markets are experiencing remarkable volatilit... read more


New Tax Law Summary

We hope you have all had a very Merry Christmas and are looking forward to a wonderful new year. As you have probably heard by now, on December 2... read more


Market Update

The third quarter of 2017 is in the books and there are only 10 more Fridays until Christmas! This year seems to have flown by. We wanted to tak... read more