IWP Family Office Employee Directory

Financial ServicesColorado, United States11-50 Employees

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.

Find IWP Family Office employees' phone numbers or email addresses

IWP Family Office Global Highlights

Location
Employees

North America
27

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  • United States Of America
    26
  • Mexico
    1

Asia
1

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  • India
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

IWP Family Office's Leadership

  • Stylized image of a person
    J. A.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    C. C.
    Partner, Client Service
    Phone icon
  • Stylized image of a person
    C. D.
    Partner
    Phone icon
  • Stylized image of a person
    J. S.
    Partner
    Phone icon
  • Stylized image of a person
    J. W.
    Partner, Client Relations
    Phone icon
  • Stylized image of a person
    T. W.
    Partner, Client Relations
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  • Stylized image of a person
    L. B.
    Client Service Lead
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  • Stylized image of a person
    S. B.
    Office Manager
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IWP Family Office Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Community & Social Services
  • Consultant
  • Other
  • Accounting

Contact profiles from IWP Family Office

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. A.
    Chief Investment Officer
    Phone icon
    United StatesColorado
    Jan 28, 2026
  • Stylized image of a person
    C. C.
    Partner, Client Service
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    C. D.
    Partner
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    J. S.
    Partner
    Phone icon
    UNITED STATES
    Oct 18, 2024
  • Stylized image of a person
    J. W.
    Partner, Client Relations
    Phone icon
    United StatesColorado
    Jun 10, 2025
  • Stylized image of a person
    T. W.
    Partner, Client Relations
    Phone icon
    UNITED STATES
    Jul 06, 2025
  • Stylized image of a person
    L. B.
    Client Service Lead
    Phone icon
    United StatesColorado
    Nov 07, 2025
  • Stylized image of a person
    S. B.
    Office Manager
    Phone icon
    United StatesColorado
    Jul 08, 2024
  • Stylized image of a person
    J. K.
    Client Services
    Phone icon
    United StatesColorado
    Nov 13, 2025
  • Stylized image of a person
    M. T.
    Accounting Analyst
    Phone icon
    Sep 12, 2025

Frequently Asked Questions

What is IWP Family Office known for?

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IWP Family Office was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 2719 East Third Avenue Denver, Colorado 80206 United States; you can contact the main corporate office by phone at . Explore IWP Family Office's company overview page for more information.

What is IWP Family Office's most common email format?

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IWP Family Office employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more IWP Family Office email formats with LeadIQ.

How many employees does IWP Family Office have currently?

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IWP Family Office has approximately 11 employees as of February 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are IWP Family Office's key employees and leadership?

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As of February 2026, IWP Family Office's key employees include:

  • Chief Investment Officer: J. A.
  • Partner, Client Service: C. C.
  • Partner: C. D.
  • Partner: J. S.
  • Partner, Client Relations: J. W.

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