The diverse membership of CCC Alliance includes families with a wide array of backgrounds, experiences, and geographies.  They share an interest in learning from their peers in a confidential setting.  CCC Alliance's quarterly meetings give member families the opportunity to build relationships and share ideas. This invaluable peer interaction is further enhanced by active problem solving in areas of mutual interest.


CCC Alliance draws upon its deep network to invite leading experts to speak on fundamental aspects of wealth management and family office management, including investments, philanthropy, and family governance. CCC Alliance's family-only membership and reputation allows us to attract prominent guest lecturers on a wide range of member interests.   By bringing together a diverse group of peers, we offer each member fresh ideas.  CCC Alliance members provide each other firsthand insights based upon practical experience.  The CCC Alliance staff actively works to expand the scope and depth of the network to deliver more value to our members.