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About CCM Family
Advisors
Who are we?
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-“things”- 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
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. More information on family governance
Financial Education
Financial education increases the intellectual capital of family members (typically in a younger generation), thereby providing them with the tools necessary to becoming 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. More information on financial education
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. More information on philanthropy
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