Prosperity for Accomplished Families
Who We Are
Cherry Creek Family Offices (CCFO) is an employee-owned independent investment advisor and full service family office to ultra-high net worth families. Since 2010, CCFO has focused on a singular purpose of delivering independent, non-conflicted investment advice and family office services to a select group of clients. CCFO prides itself on providing a single-family office feel inside a multi-family office structure. Based in Denver, the team aspires to set the standard of service and performance in the industry.
What We Do
CCFO manages the day-to-day complexities of family wealth. We work directly with each family to provide a comprehensive and strategic partnership across both investments and family office services. Our Investment Advisory team specializes in constructing unique investment portfolios across both traditional and alternative asset classes, with each portfolio specifically tailored to meet each client’s needs. Our Accounting and Client Services team works directly with each family to provide a complete solution for their individual needs. These discrete services vary from each individual and family and may include personal and business accounting, budgeting, cash management, bill pay as well as lifestyle services. We meet each family’s unique reporting requirements through our best-in-class integrated portfolio and performance reporting tools.
Every family is unique and we approach each relationship as such. We offer each family a wide selection of independently sourced investment opportunities across the full spectrum of risk-adjusted returns. The Investment Advisory team, which has decades of investing experience across multiple economic cycles, operates in an opportunistic, flexible and open architecture environment. The Investment Advisory team is proficient at investing and building portfolios that are managed without economic or incentive conflicts. A deep understanding of each family’s needs allow us to build custom investment strategies that balance asset growth, current income and capital preservation.
Accounting and Client Services
CCFO understands the complexities of family finances and is well-equipped to support their unique accounting and administrative needs. A dedicated and experienced team assists with all accounting needs, including cash management and reporting, budgeting, bill pay, generational wealth concerns, and family support. Our team will integrate with and support existing accounting, trust, and tax professionals. We leverage state-of-the-art portfolio software tools to generate performance and budgeting information that drive strategic decision-making.
CCFO is an early pioneer of wealth management solutions. Read about our innovative and early adoption of RCI.
Our dedicated team supports our client’s pursuit of extraordinary, efficient, and stress-free lives. We work directly with each family to simplify and ease the burden of negotiating challenging areas such as aviation, personal real estate transactions and financing, next-generation wealth management and education, assistance with life events, and top-tier family medical coverage options. Our service and support extend well beyond financial; we aspire to become your complete trusted professional resource, especially in times of need.
What Makes Us Different
A team of dedicated entrepreneurial thinkers with decades of experience investing, advising, and servicing ultra-high net worth multi-generational families.