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 multigenerational 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 single-family office service 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
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CCFO manages the day-to-day complexities of family wealth. We work directly with each family to provide a comprehensive and strategic partnership across investments, family office services and tax and estate planning.
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Our Investment Advisory Team acts as your Chief Investment Officer (CIO.) We specialize in constructing unique investment portfolios across both traditional and alternative asset classes, with each portfolio specifically tailored to meet each client's needs.
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Our Family Office Service Team acts as your Chief Financial Officer (CFO.) This dedicated accounting and client service team works directly with each family to provide a complete solution for their individual needs. These discrete services vary from each family and may include personal and trust and partnership accounting, budgeting, cash management, bill pay as well as lifestyle services.
Our Tax Strategy and Estate Planning Team will serve as a proactive advisor to each family on tax strategy and the ever-changing landscape of tax and estate.
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We meet each family's unique reporting requirements through our best-in-class integrated portfolio and performance reporting tools.
Investment Advisory
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. We seek to build resilient portfolios that compound returns over time and are less about chasing returns and more about enduring throughout market cycles.
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 of accounting professionals assist 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.
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CCFO is an early pioneer of wealth management solutions. Read about our innovative and early adoption of Navigator.
Tax Strategy and Estate Planning
CCFO will serve as a proactive advisor to the family on tax strategy, liquidity events, philanthropy and estate planning. Our dedicated team of experts help each family navigate the complexities of tax associated with large and complex assets, growing or selling a private business, and retirement planning. Our goal is to proactively provide solutions that minimize capital gains and tax exposure. Through our unique and exclusive partnership with MidWest Trust, CCFO is will positioned to facilitate family fiduciary needs and assist the family as a personal trustee.
Lifestyle Services
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.
Why CCFO
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Partner Engagement
Each family's primary relationship will be with a CCFO Partner, who will offer strategic advice on all financial and lifestyle needs.
Our Partners have enhanced expertise and decades of experience in solving complex family matters.
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Our Partners offer cross disciplinary insight across estate, tax, and family or business succession.
Single Office Service
With our high-touch service and bespoke solutions to address family needs, our clients enjoy the dedicated feel of a single-family office with enhanced resources, cost efficiency, and the greater investment depth that comes from of a multi-family enterprise. Each client receives our full attention.
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Our clients have direct access to an extensive team of dedicated professionals that specialize in servicing the unique needs of ultra-high-net-worth families. Our Accounting and Client Service team will manage or assist in investment transactions, cash management, tax support, bill payment and portfolio reporting. Our team is instrumental in the execution of key family efforts such as trust and estate planning, tax planning, philanthropy, insurance, family wealth counseling and education for the next generation.
Investment Acumen
Customized portfolio construction across both private and public investments.
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Investment selection is unconstrained, but highly selective across all asset classes and geographies.
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Each family has full and timely access to CCFO's high-caliber investment team, who average+20 years of investing experience in both public and private markets.
Unconflicted Partnership
We have a singular focus, and that is to act as an independent fiduciary.
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We are employee-owned and manage every portfolio free of economic conflict.
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We offer unbiased advice with the client's best interest in mind.
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There are no fee-earning proprietary products that may drive improper behavior.
Technologically Superior
We utilize a best-in-class portfolio and risk analysis tool that aggregates all assets and provides near-limitless views into the client’s holding by asset class, sector, geography, liquidity, and other attributes - no matter how complex the organizational structure. Through our partnership with our key service provider, Addepar, we provide families with comprehensive and powerful reporting tools to make timely, informed, and strategic decisions.
Our Team
A team of dedicated entrepreneurial thinkers with decades of experience investing, advising, and servicing ultra-high net worth multi-generational families.
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Contact
Denver
Address
210 University Boulevard
Suite 650
Denver, CO 80206
Tel
303-862-9550