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About CCM
Family
Advisors
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Who are we?
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CCM Family Advisors is the family wealth group of Convergent Capital Management LLC, and is based in Pasadena, California. Our mission is to help families protect and sustain wealth across generations through services in family governance, financial education and philanthropy.
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Our Approach
Our approach is grounded in the belief that family wealth is not only defined by financial capital, but by human, intellectual and social capital as well. We believe that families can succeed for many generations by using their financial capital-- assets in cash, stocks, bonds, real-estate, a family business, or potential for inheritance-- as tools to grow other forms of capital in a family.
We define human, intellectual and social, in terms of family wealth, as follows:
Human Capital: The unique talents, health, happiness, well-being, ethics, values and vision of a family.
Intellectual Capital: The heritage, traditions, faith, life experiences, education and skills of family members.
Social Capital: A family’s purpose, service and impact on society.
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Family Governance, Financial Education and Philanthropy
Tools for building human, intellectual and social capital |
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Family Governance
Family governance offers an opportunity for families to begin conversations about wealth that, without the help of an advisor, can be extremely difficult. By investing in family governance, families are able to ensure that the unique talents, health, happiness, well-being, ethics, values and vision of a family are enhanced and maintained.
At CCM Family Advisors we work with families to create or enhance a current plan for effective family governance. This includes helping families to reconcile differences of opinion and to define a family mission statement. To learn more about the Family Governance programs and services available through CCM Family Advisors please visit our Family Governance Page.
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"Ties That Bind", written by Linda Davis Taylor and published by Worth Magazine. |
Financial Education
Financial education increases the intellectual capital of family members (typically in a younger generation), thereby providing them with the tools necessary to become successful stewards of family wealth. Building the knowledge of younger generations not only improves their ability to successfully steward family wealth, but also gives them the necessary tools to generate new financial capital for the family.
At CCM Family Advisors, we believe that the most effective families will incorporate financial training and foundations of stewardship for members of the next generation. To learn more about the financial education programs and resources offered by CCM Family Advisors, please visit our Financial Education Page, or give us a call at 626-564-2929. |
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Colleague Kathleen Gilmore works with teens at CCM Family Advisors' annual Young Stewards Program on Sunday, September 11, 2011.
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Philanthropy
Philanthropy can be a powerful tool for defining the family's larger purpose and vision. Not only does investment in philanthropy increase a family’s involvement in, and positive impact on, society, but it helps families to establish collective values and purpose. If the philanthropic investments of families represent the collective values of family members it is more likely that philanthropy will remain an important aspect of the family legacy for future generations.
We assist families in developing their philanthropic goals and determining the most effective means of implementing them. To learn more about the ways in which we help families to attain their goals, please visit our Philanthropy Page.
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