Company Profile
Confluence Family Office is a multi-family office based in Denver, Colorado, founded in 2011. The firm originated from the wealth of entrepreneurial business owners across Colorado and Wyoming. Confluence provides a comprehensive range of services including tax planning, estate planning, investment management, monthly financial preparation, coordination and facilitation of financial meetings, and oversight of other advisors. The firm specializes in consolidating the management of individuals, families, and their wealth, offering a holistic approach to family financial governance and multi-generational wealth preservation.
News & Signals (0)
No linked news activity found for this company.