Innovest Family Office

www.innovestfamilyoffice.com

Elevation Management Group is now Innovest Family Office. We are a fully integrated multi-family office, offering customized services to a select group of individuals, families and private foundations. Each engagement is tailored and refined to accommodate the specific needs of the client. Services include accounting, bookkeeping, bill pay, cash flow management and customized, comprehensive financial reporting. We also offer sophisticated income tax and wealth transfer planning, along with Partnership, Estate & Trust administration. Our solutions build centralized management of your assets, with real estate, insurance, employment, aircraft, watercraft, private equity, and family foundation administration. Innovest Family Office does not provide investment advice and is not a registered investment advisor. Innovest Family Office charges one simple flat fee for its services, and there are no other charges or hidden fees. Elevation operates independently, free of conflict, and fully aligned with its clients’ interests. We support our clients in their accounting and lifestyle needs to reduce the administrative burden of managing their wealth.

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Elevation Management Group is now Innovest Family Office. We are a fully integrated multi-family office, offering customized services to a select group of individuals, families and private foundations. Each engagement is tailored and refined to accommodate the specific needs of the client. Services include accounting, bookkeeping, bill pay, cash flow management and customized, comprehensive financial reporting. We also offer sophisticated income tax and wealth transfer planning, along with Partnership, Estate & Trust administration. Our solutions build centralized management of your assets, with real estate, insurance, employment, aircraft, watercraft, private equity, and family foundation administration. Innovest Family Office does not provide investment advice and is not a registered investment advisor. Innovest Family Office charges one simple flat fee for its services, and there are no other charges or hidden fees. Elevation operates independently, free of conflict, and fully aligned with its clients’ interests. We support our clients in their accounting and lifestyle needs to reduce the administrative burden of managing their wealth.

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Country

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State

Colorado

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City (Headquarters)

Greenwood Village

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Industry

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Employees

11-50

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Founded

2015

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Social

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  • Founder

    Email ****** @****.com
    Phone (***) ****-****

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