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

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


Market Update

As we head into summer we thought this would be a good time to provide you our current insights on the equity and bond markets. This has been ... read more


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