CFC® was founded by Owen J. Roberts in 1961 and for over 50 years has exclusively served large family owned private companies that want to remain private. CFC® believes that large, successful family owned companies lay the foundation for the strength of our country. The philosophy of Capital Formation Counselors, Inc.® 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. Owen Roberts has 50 years of experience working with leaders of major family owned companies, spending over 20,000 hours working with CEOs in 72 industry groups nationwide. Owen and his team stand ready to serve you. You can trust that your communications with CFC® will be totally and completely confidential.
I just wanted to say thanks for all that CFC did for me and our family, it is working out beautifully. I can't tell you enough how much you helped us.
We have relied on Owen Roberts' advice through the years and have found it always on the mark.
I would hate to face this day if it were not for the planning that you did for us.
I cannot begin to thank you properly for everything you are and have meant to my parents and my family over the years.
Because of our discussions we grew in the conviction to stay private, ignore short-term opportunities, to grow through acquisitions, clean up our organizational needs, and strengthen our company's balance sheet. We have been given a great heritage and a wonderful opportunity to exercise stewardship. Owen, we value the time spent with you and look forward to many years of working together.