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Family Office - Multi • Denver, United States

Confluence Family Office

Confluence Family Office is a family office - multi based in Denver, United States, founded in 2011. Verified contact details, AUM data, and investment preferences on FindLPs.

2011
Year Founded
Family Office - Multi
Investor Type
Denver, United States
Headquarters
About

Confluence Family Office

Confluence Family Office is a multi-family office based in Denver, Colorado. Established in 2011, the firm offers a range of services that include tax planning, estate planning, investment management, preparing monthly financials, coordination, and facilitation, facilitating financial meetings, overseeing and coordinating other advisors, educating family members about family history, family values, and family wealth and maintain paper and electronic documents. At Confluence family office, we specialize in becoming the necessary connection point of people, ideas, and information.

Investment Focus

What Confluence Family Office Invests In

Investment types: Joint Venture/Partner

Sectors & themes: Wealth & Estate Planning, Trust Management, Legal & Tax Services, Investment Management, Annuities Finance, Financial Services, Insurance Services

Preferred geographies: United States

Location: 191 University Blvd Suite 256\nDenver\nColorado\n80206\nUnited States

Contact Confluence Family Office

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.