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Our Approach

Who we serve and how we can help

Everything we do at CFC® is to safeguard America’s largest family owned companies. Owen and his team have over 50 years of experience working with leaders of major family owned companies.

Our approach to planning at CFC® is uniquely comprehensive. We help our clients develop and put in place innovative long-range, multi-generational corporate and family plans. Every set of facts is different, thus demanding individually tailored, unique solutions. Here at CFC®, we do not use a cookie-cutter textbook approach. We listen. And listen some more. Then work to crystallize your long-term objectives.

The philosophy of CFC® is that the best Ultimate Store of Value (USOV) is a major closed corporation that can compete successfully against world competition, that has outstanding proven leadership and has postured itself not to be confiscated by the tax collector.

CFC® takes a long-term, visionary approach to safeguarding America’s largest family closed companies. We think in terms of decades, not quarters.

With over 50 years of experience, CFC® has helped clients deal with a wide range of issues including but not limited to:

  • Decreasing Profits
  • Increased Regulation
  • Excessive Taxation
  • Litigation
  • Global Competition
  • World Economic Conditions
  • Scattered Voting Power
  • Generational Value Differences
  • Shareholder Demands for Cash
  • Family Strife
  • Family Employees
  • Management Succession Issues
  • Multigenerational Estate Planning

Most private companies face threats like these coming from all directions.

Confidentiality is a hallmark of our business. The information our clients share with us will remain absolutely confidential.

CFC® does not seek to replace existing business advisors. We do not promote mergers or acquisitions, nor do we focus on selling investments.