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

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


Market Update

As summer comes to a close we thought this would be a good time to talk about the investment world and what we see coming into the fourth quarter... read more


Portfolio Update

Good Afternoon,

We hope the summer is off to a great start for you and your families!

We recently sold a small position in TB... read more