Cherry Creek Family Offices, LLC (“CCFO”) provides tailored financial counsel, investment and portfolio management, and personal services for the sustained prosperity of a select group of accomplished families. At CCFO, “family” isn’t merely part of our name; it is an integral part of the vision we set out for our firm. As we want to be aligned with your family for decades, our principled advisors have adopted a best practice as impactful as it is simple: we only work with respectful people. This basic principle allows us to work together positively and powerfully for the long term. Because CCFO represents an elite group, our method of investing is best suited for clients with $40 million in investable assets or greater. We handpick clients that fit our distinct approach.
What is a Family Office?
A family office is a financial resource for a select group of families or individuals, providing a variety of services beyond traditional wealth management, including tax and estate planning, risk management, coordination of professional services and more. With decades of leadership in both the traditional and alternative investment arenas, CCFO’s principals work with clients to develop a “Family Mission Statement” that informs every financial decision. The CCFO team then continually collaborates with each client to identify, design, implement, measure and refine programs in order to meet the unique needs of each family.