Family office, personal tax, and estate work for clients across the country and overseas. Fractional CFO leadership for the businesses they own. A Denver team that has done this for 40 years, year-round rather than only at the filing deadline.
CeFO is now Numera You still work with the CeFO team that knows your entities, your trusts, and your history, now backed by a national accounting and advisory bench.
Formerly CeFO
CeFO joined Numera, a national accounting and finance practice. If you searched for CeFO and landed here, you are in the right place — here is exactly what that means for you.
What we do here
Four practices, one team, one set of records. Most clients start in one of them and end up using two or three, because these problems rarely stay inside one category.
A multi-family office providing accounting, tax, and finance services to high-net-worth families.
The return is the output. The planning happens the other eleven months, while there is still time to change the answer.
Financial leadership without a full-time hire. We sit in on the decisions that move the business — pricing, headcount, financing, distributions — and bring the numbers that settle them.
A sale, an acquisition, a generational handover, or any year the business stops looking like last year's business.
Family office experts
Some of our families own operating companies. Many don't. The work is the family itself — investments, trusts, estates, charitable giving, and a tax picture that has to reconcile all of it. When a business is part of the picture, we manage that line too. That is the work this office was built for.
Tell us your situation — a family balance sheet that has outgrown its spreadsheet, a transition on the horizon, or a company that has outgrown its bookkeeper. We will get back to you within 24 hours to map out next steps.
Schedule a free consultation Prefer to come in? The office is minutes from the Denver Tech Center.
CPA · 40+ yrs
Family Office Leader & Partner, Numera
Numera's family-office practice is led by Bill Shenkin, and it's built around a simple idea: the biggest financial decisions in a family's life deserve someone senior who actually stays. Across 40+ years as a CFO to high-net-worth families and their businesses, Bill has guided capital raises, acquisitions, and succession — and he stays close long after the deal closes, so complex wealth is looked after with judgment, not just paperwork.
