Aspen Family Office

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Aspen Family Office is your private team of professionals that centralize the management of all forms of your wealth, coordinating all of your advisors and guiding them to focus on your definition of success, not theirs. Every service we offer is designed to simplify your life, deliver expert advice and create efficiencies of time management. The resulting effect from this team approach is holistic advice and a single point of contact for all of your financial and personal needs.

Aspen Family Office and its affiliate partners provide asset management, tax planning and preparation, legal and estate planning, concierge and personal family services. We do this for a single annual flat fee irrespective of assets under management.

Family office service is different from what you are used to- it encompasses a much more robust wealth management paradigm typically reserved for the ultra-wealthy. It is your always available team that looks for opportunities to exceed your expectations and deliver real value. Whether you are a business owner, a corporate executive or an athlete, you deserve to have the best advice money can buy and a method of delivery that simplifies your life and allows you to focus your energy on the things that matter most to you.

If you want your wealth to work for you so that you can be free to enjoy your personal and family pursuits, you’ve come to the right place. Aspen Family Office exists to enable you to live life simply and with confidence.

Contact us today to set up a complimentary consultation. We’d like to hear what you would like your family office service to look like for you. Then, we can show you how we apply our expertise in customizing your family office to your expectations.

If you’d like to know more about the history of family offices, you can find that information here: