Membership

Collaborate With Families and Family Office Peers.

CCC Alliance draws upon its membership to deliver unique content driven by its member families. We also draw upon our deep network to invite leading experts to speak on fundamental aspects of family office management, including investments, philanthropy, and family governance.

Collaboration

Firsthand insight from peers with relevant experience.

The diverse membership of CCC Alliance includes families with a wide array of backgrounds, experiences, and geographies. Members 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.

CCC Alliance members provide each other firsthand insights based upon practical experience. By bringing together a diverse group of peers, we offer each member fresh ideas, generations of best practices and the invaluable perspective from lessons learned through mistakes.

Managed Q&A

Ask questions of your peers in a safe and confidential manner. We direct and manage questions to provide efficient and safe Q&A, and maintain a database of past responses for member use.

Network of Networks

Each family brings their network and industry and geographic expertise to the table. Members gain direct access to thought leaders and peers with relevant experience.

Peer Meetings

Meetings throughout the year provide collegial and robust interaction. Quarterly gatherings give member families the chance to build relationships over time rather than trade cards once.

Member Driven

Our most engaging subject matter is delivered by our members themselves. Agendas are curated from what member families are actually working through.

Shared Resources

CCC gains access and shares resources and services with the membership providing cost savings — the buying power that the founding families built the group around.

Archived Knowledge

Access decades of knowledge and history through our secure and safe platform, including prior Q&A responses and meeting materials.

Virtuous Circle

A community that stands at the ready to assist one another.

CCC Alliance member community has grown into a deep network of networks with a rich diversity of geographic, industry and experiential value. Members help one another. Whether it is a family office concern or personal challenge, members willingly help their fellow members. The CCC team facilitates connections between members to meet challenges and solve problems.

In Work

The resources of the network are brought to bear on any and all of the efforts in the family office, whether in the realm of investments, technology, governance, legal, trust and estate, philanthropy or whatever professional challenges the member might face.

In Life

Families in the network are tapped for help with "softer" and more personal issues, ranging from child rearing and education, to personal missions or health care crises.

Thought Leadership

CCC Alliance distills the best practices of peers to help members make better decisions with their resources.

In addition to CCC Alliance's staff expertise, members gain direct access to thought leaders and peers with relevant experience. Members seeking assistance on specific matters can rely on CCC Alliance's professional staff. Our team employs their own knowledge and experience as well as CCC Alliance's expansive network of leading family offices and industry experts.

Strategic Alliance · Since 2004

Wharton Global Family Alliance

Members also derive benefits from CCC Alliance's strategic alliance with the Wharton School. This Alliance globalizes the CCC Alliance peer network, and provides access to cutting edge research at one of the world's finest business schools.

Member Code of Conduct

Our shared values prescribe a code of conduct that we expect all members to follow.

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.

Trust

CCC Alliance is founded on the principles of open communication and trust, which are essential for member participation.

Confidentiality

Information shared by members must be treated as sensitive and confidential.

No Selling

CCC Alliance is a forum for the exchange of ideas and information and a vehicle for mutual cost reduction.

Professionalism

Participation in discussion, debate, and business dealings is always conducted in a professional and respectful manner.

Participation

Participation makes CCC Alliance successful. Members are expected to share ideas and challenge the thoughts of others.

No Raiding

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.

Honor System

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.

Joining CCC

Interested in Joining and Collaborating With Peers?

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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