Cherry Creek Family Offices
Sustained Prosperity For Accomplished Families
About CCFO
Founded by Timothy J. Ulfig in November of 2010, Cherry Creek Family Offices (CCFO) provides investment/portfolio management and family office services for a select group of high-net-worth families. CCFO prides itself on providing a single-family office feel inside a multi-family office structure.
CCFO has a diverse client base. They all have a common thread of entrepreneurial roots and come from industries including tech, manufacturing, distribution, natural resources, retail and healthcare.
CCFO Capabilities
Investment Advisory
CCFO operates in an opportunistic and flexible architecture. We manage portfolios and recommend the very best investments for clients, free from economic conflicts or incentives.
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Customization and management of client portfolios
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Wide coverage and diligence across all asset classes and geographies
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Investment analysis on managers and direct deals
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Recommendations for new and existing investments
Technology
CCFO leverages state-of-the-art portfolio software tools to integrate critical information and enable strategic decision-making.
CCFO is an early pioneer of wealth management software solutions;
Back Office
CCFO is well equipped to support the unique accounting and administrative needs of the high-net-worth family.
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Individual and family business accounting and budgeting
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Support and coordination of tax and legal professionals
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Cash management and bill payment
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Family staff payroll processing
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Best in class portfolio aggregation and performance reporting
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Spend and wealth impact analysis
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Family medical insurance solution
The CCFO Difference
CCFO takes a holistic look at client needs, which allows us to provide a more comprehensive and accountable set of financial services and counsel.
Manager and Deal Access
CCFO provides access to, evaluates, and maintains deep personal relationships with top-quartile investment managers across all asset classes and geographies.
Network Effect
Exclusive network of families, each with their own entrepreneurial backgrounds and areas of expertise. This stimulates deal flow coming from each of their respective sectors, which all CCFO clients benefit from. Additionally, our families can bypass high minimums while subscribing to the investment directly, as managers usually view CCFO families as one group. We do not typically co-mingle funds, but have the ability to in instances where its required.
Technology Advantage
CCFO provides clients with information management using the latest technology for comprehensive and powerful reporting tools to make timely, informed, and strategic decisions.
Back Office
Access to an experienced team of family office professionals that specialize in serving the unique business and financial needs of high net worth families. Additionally, we can help in areas including trusts and estate planning, tax, insurance, philanthropy, and family wealth counseling.
CCFO Team
Contact
210 University Boulevard, Suite 650
Denver, CO 80206
[O] 303-862-9550
[F] 303-997-9833