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Confluence Family Office Overview

Type

Multi Family Office

Year Founded

2008

General Information

Confluence Family Office is a multi-family office headquartered in Denver, United States. Founded in 2011, the firm stems from the wealth of entrepreneurial business owners across Colorado and Wyoming. It delivers integrated tax planning, investment management, estate and succession advisory, and consolidated accounting and reporting for a select cohort of high-net-worth families—aligning capital with long-term family goals.

Contact Information

Website:
https://www.confluencefamilyoffice.com

Year Founded:
2008

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
191 University Blvd PMB 256, Denver, CO 80206

Portfolio & Notable Allocations


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