Cherry Creek Family Offices — Contact Email, Phone & Team

Overview

Cherry Creek Family Offices (CCFO) is an employee-owned, independent investment advisor and full-service family office based in Denver, Colorado. Since its founding in 2010, CCFO has been dedicated to delivering independent, non-conflicted investment advice and comprehensive family office services to a select group of ultra-high-net-worth multigenerational families. The firm operates with a singular focus on providing single-family office services within a multi-family office structure, aiming to set the standard of service and performance in the industry. CCFO offers a wide range of services, including investment advisory, family office services, tax strategy, estate planning, and lifestyle services. Their investment advisory team acts as the Chief Investment Officer (CIO) for each family, specializing in constructing unique investment portfolios across both traditional and alternative asset classes. The family office service team functions as the Chief Financial Officer (CFO), providing dedicated accounting and client services tailored to each family's needs. Additionally, CCFO's tax strategy and estate planning team serves as proactive advisors on tax strategy, liquidity events, philanthropy, and estate planning. Their lifestyle services support clients in areas such as aviation, personal real estate transactions, next-generation wealth management, education, and family medical coverage options. In July 2025, CCFO expanded its leadership team by appointing Jason Perlioni, former Chief Investment Officer of Johns Hopkins University, as Senior Partner and Chairman of the Investment Committee. This strategic move reflects the firm's commitment to enhancing its capabilities and expertise in serving ultra-high-net-worth family clients. The addition of Perlioni, along with other recent leadership appointments, underscores CCFO's dedication to providing exceptional client service and innovative solutions in wealth management.

Investment Focus

Accredited investors only
Long-term investment horizon

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Frequently asked questions about Cherry Creek Family Offices

What sectors does Cherry Creek Family Offices invest in?

Cherry Creek Family Offices invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Colorado, United States. Cherry Creek Family Offices is listed as a family office in the ConnectSafely investor database.