Confluence Family Office

Confluence Family Office is a multi-family office based in Denver, Colorado. The firm consolidates the management of individuals, families, and their wealth. Established in 2011, the firm offers a range of services that include tax planning, estate planning, investment management, prepare monthly financials, coordination, and facilitation, facilitate financial meetings, oversee and coordinate other advisors, educate family members about family history, family values, and family wealth and maintain paper and electronic documents. The assets of the firm are managed by the executive management team.