Denver family office, tax and fractional CFO support
Family office, tax, fractional CFO, and advisory support from a Denver team with 40 years behind it – year-round guidance for decisions that rarely fit neatly into one category.
Serving Families for
40 Years
Serving Clients Across
U.S. & Abroad
Response Within
24 Hours
What we do here
Tax and finance services in Denver
Family Office
Accounting, tax, financial management, and strategic guidance for high-net-worth families navigating investments, trusts, estates, charitable giving, succession, and complex financial lives.
Tax & Compliance
Year-round tax planning and compliance for individuals, families, and businesses with complex structures, multi-state exposure, international considerations, estates, gifts, and other needs that go beyond a standard return.
Outsourced CFO
Senior financial leadership without the full-time hire, so you make better decisions around cash flow, forecasting, financing, headcount, distributions, and growth.
Advisory
Strategic financial support for transactions, acquisitions, business sales, succession, and other moments when owners and families need experienced guidance to understand the numbers and move forward.
Who Leads This Work
Bill Shenkin
Partner, Family Office Services
Bill brings more than 40 years of financial leadership experience to Numera’s Family Office practice. A longtime CFO, business owner, and family office leader, he helps high-net-worth families coordinate the interconnected decisions surrounding businesses, investments, liquidity, tax strategy, and generational transitions, bringing senior-level perspective and continuity to complex financial lives.
Talk to a Denver financial
advisor this week
Tell us your situation — a family balance sheet that has grown more complex, a transition on the horizon, a tax question, or a business that needs experienced financial leadership. We’ll get back to you within 24 hours to understand what you need and map out next steps.
Expertise for what your family has built
For many of the families we serve, personal wealth, operating businesses, investments, trusts, estates, taxes, and succession are deeply connected. Our Denver team was built around that reality. We bring family office, tax, and financial leadership together so the people advising you can see the full picture — and help you make decisions accordingly.
Based in Denver,
built to work
wherever you are
Our home is in Greenwood Village, minutes from the Denver Tech Center, but our work has never stopped at the Colorado border. For 40 years, the team has supported families and businesses across the country and internationally, bringing the right expertise to you wherever you are.
Arvada
Aurora
Boulder
Broomfield
Castle Rock
Centennial
Cherry Creek
Cherry Hills Village
Denver
Denver Tech Center
Englewood
Golden
Greenwood Village
Highlands Ranch
Lakewood
Littleton
Lone Tree
Parker
Thornton
Westminster
Wheat Ridge
Greater Colorado
Formerly CeFO
You knew us as CeFO
CeFO joined Numera, a national accounting and finance practice, in 2026. If you searched for CeFO and landed here, you’re in the right place. The team and relationships you know remain in place, now with a much broader bench of financial expertise behind them.
What stays the same
The CPAs and advisors who know your history
The Denver office and your direct relationships
The same fractional CFO engagement model
Family office work measured in generations, not tax years
Year-round planning that continues past filing season
What you gain
A national platform of 500+ finance and accounting professionals
Greater outsourced CFO and advisory depth
Specialists in transactions, assurance, and state-by-state tax
One coordinated partner for needs that would typically require multiple firms