Those who dare to fail miserably can achieve greatly.
John F. Kennedy
Those who dare to fail miserably can achieve greatly.
John F. Kennedy
We combine sophisticated financial strategies with the reach and influence of a dynamic media company, delivering unique value to clients and partners. Our expertise spans wealth management, alternative investments, and content creation, giving us the ability to connect markets, ideas, and audiences like no other.
CrossCheck Management functions as a modern, full-service family office—uniquely integrating sophisticated wealth management with media and content innovation through our flagship asset, CrossCheck Media Inc. This dual focus sets us apart, allowing us to deliver more than traditional family office services. We not only oversee and protect wealth across generations but also amplify influence and reach through curated, strategic media platforms. This combination creates a dynamic environment where investment management and brand-building work hand in hand.
At our core, we believe that a family office should be more than a financial steward—it should be a visionary partner. CrossCheck Management redefines what that partnership looks like by merging disciplined investment strategies, alternative asset opportunities, and advanced operational efficiencies with the power of storytelling. CrossCheck Media Inc. serves as the engine behind this innovation, producing streaming television programs, podcasts, newsletters, and digital content that engage audiences, inform markets, and enhance the visibility of our partners and brands.
Our approach is holistic and forward-thinking. We bring together portfolio management, tax and estate planning, philanthropic coordination, and governance with a unique twist: the ability to communicate and connect. By leveraging CrossCheck Media’s global distribution channels—including Biz Talk Today TV, podcast networks, and print publications—we ensure that ideas, strategies, and messages can reach audiences far beyond the boardroom. This not only benefits our own network of investors but also creates opportunities for growth, influence, and leadership in industries that matter most.
The result is an integrated platform that is built for the future. Whether guiding wealth across generations, introducing alternative investment opportunities, or shaping conversations through media, CrossCheck Management balances precision and creativity. Our clients benefit from streamlined operations, robust reporting systems, and a team of professionals who understand both the financial and media landscapes. It’s this combination that makes us unique: we don’t just manage capital, we create value through influence, innovation, and narrative.
For families and partners who want more than traditional wealth oversight, CrossCheck Management delivers a model built to endure and evolve. From investment strategy to streaming content, we preserve legacies while building platforms for the next generation of leadership. Anchored by our prized asset, CrossCheck Media Inc., we turn wealth into impact and vision into action—today and for years to come.
For media inquiries or to discuss offerings from CrossCheck Management LLC and CrossCheck Media Inc., please complete the form and submit. Thank you.
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
CrossCheck Management LLC is a single-family office specializing in alternative investments focused on the Finance and Entertainment Industries, specifically in music, television and film. CrossCheck is a private firm, which is not required to disclose its holdings and prospective investments with outsiders.
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