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.
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Confluence Family Office is a multi family office (mfo) based in Denver, United States.
Confluence Family Office is headquartered in Denver, United States.
Confluence Family Office was founded in 2011.
Confluence Family Office focuses on Joint Venture/Partner, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Investment Management, Annuities Finance, Financial Services, Insurance Services.
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