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IWP Family Office

Email address and contacts

Quick try with Josh Goldin from iwpfo.com

IWP Family Office company description

IWP Family Office supports a distinct group of affluent individuals and families from across the country and from varied backgrounds, including Entrepreneurs, Technology Pioneers, Real Estate and Financial Professionals, Athletes, and Industry Leaders. We all understand how to create, grow and build success. We also recognize that when the daily tangle is unwound, we are free to focus on the joys and aspirations of a life well lived. IWP's flat fee model is critical to eliminating many of the conflicts of interest that exist in our broader industry. Our goal is to be the one place that a client calls with any financial issue - coordinating tax, legal, estate, investments, cash flows and a wide variety of general administration to ensure that the overall plan is synchronized. IWP Family Office is headquartered in Denver, Colorado.

Key Employees

  • Josh Goldin
    Investment Analyst
  • Paul Custer
    Director Of Accounting
  • Josh Bond
    Vice President

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New team members of IWP Family Office

Jerrel A
Director of Investments
Charlie Willhoit
President
Christopher Hunter
Chief Legal and Compliance Officer, Principal
Darryl Larue
Principal, Chief Operating Officer
Stephanie Bowers
Principal, Client Operations
Tina Zurcher
Operations Manager
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