Cherry Creek Family Offices
Sustained Prosperity for Accomplished Families
5.0
Cherry Creek Family Offices (CCFO) offers investment and portfolio management, as well as family office services, exclusively catering to a select group of ultra-high-net-worth multigenerational families.
About
CCFO is an employee-owned, independent investment advisor and full-service family office to ultra-high-net-worth multigenerational families. Since 2010, CCFO has focused on delivering independent, non-conflicted investment advice and family office services to a select group of clients.
Based in Denver, the team aspires to set the standard of service and performance in the industry.
Services
Investment Advisory
Constructs unique investment portfolios across traditional and alternative asset classes, tailored to each client’s needs.
Accounting and Client Services
Provides dedicated accounting and client service team to support individual family needs, including personal and trust accounting, budgeting, cash management, bill pay, and lifestyle services.
Tax Strategy and Estate Planning
Serves as a proactive advisor on tax strategy, liquidity events, philanthropy, and estate planning, minimizing capital gains and tax exposure.
Lifestyle Services
Supports clients’ pursuit of extraordinary, efficient, and stress-free lives, including aviation, real estate transactions, next-generation wealth management, education, life events, and medical coverage.
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