Cherry Creek Family Offices offers personalized services including asset management, financial management, strategic family services, and business and reporting services. They act as an in-house investment team to source, diligence, and execute investment opportunities. They collaborate with clients and third-party professionals to address family challenges, estate planning, insurance, legal, lifestyle management, and family passions. They also provide customized portfolio investment aggregation and performance reporting.
Fee Structure
Cherry Creek Family Offices charges a flat fixed, all-inclusive fee that is negotiable based on the amount, composition, and complexity of assets in your account, along with the complexity and requirements of family back-office support. The fee is billed in advance on a quarterly calendar basis. There is a $50,000,000 minimum requirement to be a client through the creation of a managed account.