This article is based on our research process for our US multi family office list. The list includes the most important United States multi family offices, which manage the fortune of the wealthiest families in the country. For every multi family office, we offer detailed contact details and focus information.
This article contains three US multi-family offices based in Colorado. All of the multi-family offices included in this study can be found on our list of the largest US multi-family offices.
1. Crestone Capital
Based in Boulder Colorado, Crestone Capital can offer 30 years of experience to its clients. The group is an independent multi-family office that provides comprehensive investment advice to numerous American families. Currently, Crestone manages over $3bn of assets across their offices based in Boulder, Denver, Austin, and Los Angeles.
2. IWP Family Office
Headquartered in Denver, IWP provides financial services for wealthy individuals and families across the United States. As of 2023, IWP’s clients have a combined net worth of over $1.5bn. The Colorado-based group aid families with a host of financial services including accounting, wealth transfer, asset preservation and tax & estate planning.
3. Cherry Creek Family Office
Cherry Creek is a multi-family office that has been serving ultra-high net-worth families since 2010. The Denver-based group aims to bring the single-family office feel with a multi-family office scale. Their investment advisory team are expert in providing customized portfolios made in accordance with each family’s goals.
Image Source: Mimi Thian (07.03.2023)