Case Study: Cherry Creek Family Offices achieves faster, more accurate analysis of complex portfolios with Addepar

Upgrading Technology Solutions to Take Client Service to the Next Level

Cherry Creek Family Offices advises wealthy families with complex, multi-entity portfolios (typically $30M+), including public securities, alternative investments and real assets. The firm’s legacy systems struggled to model intricate ownership hierarchies, produced slow and error-prone reports, and lacked a secure, paperless client portal—hindering efficient, modern client service.

By adopting Addepar, Cherry Creek can accurately model ownership structures, directly manage alternative-asset data, and deliver branded, paperless client portals with live custodian feeds. Reporting that once took hours or days now runs in seconds, allowing the small firm to stay lean while offering state‑of‑the‑art reporting, stronger client engagement and a clear competitive differentiator.

Cherry Creek Family Offices

Ben Novak

Chief Financial Officer