Supporting your family’s growth and success across multiple generations.

“The secret of success is to do the common thing uncommonly well.”
- John D. Rockefeller Jr.

Accessible multi-generational family services tailored to your unique needs.

For over 30 years, the Boon family has provided family office services to discerning families nationwide.

As a fee-only investment advisor located in Denver, Colorado, our priority is providing you and your family with the highest level of service possible, along with prudent asset planning and investment management spanning multiple generations.

You’re Different… and So Are We

Instead of selling, we provide straightforward, highly personalized financial advice and investment guidance.

While many wealth management firms may invest the bulk of your assets in mutual funds and ETFs or hand them over to external managers, our team handles the majority of your investments directly within our firm.  How does this benefit you?

Managing Wealth Across Generations

Read our Family Inheritance Guide

This guide, designed specifically for individuals and families with $2 million or more of investable assets, addresses the unique challenges and opportunities associated with substantial inheritance.

Our Commitment to You: A Unique Approach to Managing Wealth

Our Four Core Competencies

Family Office Services

Given that time is more valuable and limited than money, our tailored services are designed to reduce everyday burdens and challenges, freeing you up to focus on family, happiness, and meaningful pursuits. Our role involves coordinating and supervising all critical aspects of your financial existence, including investing in new property ventures, handling insurance and estate strategies, and curating art collections.

Financial Planning

Our process blends your personal and financial objectives into a detailed, personalized plan for your future that adapts to your life’s progression. We routinely examine and modify your plan to mirror your evolving desires and goals. It’s more than just a collection of graphs in a folder; our planning approach is your guide to making informed decisions over the long term.

Legacy & Generational Planning

Crafting a legacy encompasses far more than merely assembling legal paperwork; it represents a detailed approach to setting the stage for what lies ahead. A well-rounded estate plan covers an array of elements, such as the transfer of gifts and estate assets, preparations for life’s final stages, the appointment of guardians for minors, the careful management of your financial resources, and your charitable goals and dreams, among others.

Asset Management

Our approach to investing is straightforward: we handle your finances with the same care and strategy we use. This commitment forms the foundation of our responsibility to prioritize our best interests, making our fiduciary duty more than just a formal obligation. The results of our investments are as significant to us as they are to you.

Success should unlock opportunities, not become a burden.

Everyone has unique goals and challenges.  Our financial strategies are tailored to meet your desires and requirements.

Let us serve as your financial stewards.