The provider community will often tell you what they think you want to hear. Un-conflicted peer families will tell you what you need to hear.
Unlike most other family office groups, we take no payments from sponsors or providers and thus are not driven by or conflicted by alternate agendas.
CCC Alliance Members participate in the interest of a single family. There is no aspect of "asset gathering" in the CCC membership.
Being able to reach out to the network for assistance in a confidential manner through the CCC team provides a discrete and unique way to access peer knowledge.
We NEVER share out mailing list, and fellow members respect the Code of Conduct.
Because of the safe and collegial culture, members help one another in numerous and valuable ways.
CCC Alliance is founded on a common set of values shared by all of the members. These shared values are the basis for all of the benefits that our members derive from CCC Alliance. To ensure the continued strength and integrity of CCC Alliance, members must have a shared respect for privacy and for differing points of view, backgrounds and experiences. These core values in turn facilitate the active participation we expect from members in CCC Alliance.
CCC Alliance is founded on the principles of open communication and trust, which are essential for member participation.
Information shared by members must be treated as sensitive and confidential.
CCC Alliance is a forum for the exchange of ideas and information and a vehicle for mutual cost reduction.
Participation in discussion, debate, and business dealings is always conducted in a professional and respectful manner.
Participation makes CCC Alliance successful. Members are expected to share ideas and challenge the thoughts of others.
Fellow members are not to be targeted as potential clients or as possible staff. Any discussions regarding clients or staff of other member offices must be fully disclosed with that member office.
CCC Alliance operates under an honor system and we trust that admitted members have a high degree of integrity and respect for the privacy of the group. CCC Alliance reserves the right to dismiss members from the membership if there is any violation of trust.
“The CCC Alliance is our family’s most treasured and valuable membership. It is special, strong, and value-generating for the same reasons that a thriving family business or family office is — it is a long-standing legacy of commitment to a mission, adherence to values, and fulfillment of vision. I leave every meeting with pages full of notes that I reference often, pockets full of business cards that I don’t throw away at the airport, a head full of ideas I can’t wait to implement, and a heart full of renewed passion for continuing our family’s legacy.”
“Being a CCC Alliance member has been a tremendous asset for our family as we move through periods of change over the past several years. Having the chance to speak with thoughtful, interested and creative peer families from around the country has been a wonderful resource as our family thinks strategically about our future....We are incredibly glad we are members!”
“The CCC Alliance has been a wonderful resource and asset to my family and me. In fact, the network helped save my son's life! Thank you for being such a blessing to us.”
Members are introduced by those who understand our values and our culture, and we work with prospective members to evaluate a mutual fit. If you are interested in joining, please contact us and let us know how you were referred to CCC Alliance.
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