Class VI Family Office, LLC logo

Class VI Family Office, LLC

Updated today

Client AUM

$1,488,373,158

Clients

195

Advisors

8

of 9 employees

About

Class VI Family Office advises individuals—primarily business owners, executives, and entrepreneurs—on wealth planning and investment management, with particular emphasis on planning before, during, and after significant liquidity events. Services include discretionary and non-discretionary portfolio management, comprehensive wealth planning (estate, tax, cash-flow and legacy planning), limited-scope consulting, and assistance with retirement plan rollovers and third-party managers.

The firm follows a holistic, IPS-driven process that emphasizes strategic asset allocation, tax-efficiency, and capital preservation, using mutual funds (institutional share classes), ETFs, individual equity and fixed income, and, when appropriate, alternative investments. Advisors perform quarterly portfolio reviews, provide periodic plan updates, and utilize third‑party platforms (including Orion) and outside managers for specialized mandates and reporting.

Class VI Family Office is part of a multi-entity Class VI group that includes a FINRA-registered broker-dealer and an affiliated registered adviser that sponsors a private fund focused on growth capital for small- to mid-sized companies; the brochure discloses the firm may recommend the private fund to clients and that affiliates may receive carried interest and placement-related roles, with client disclosure and consent procedures in place. The firm’s roots in M&A and its integrated relationships with investment banking, exit-planning, and affiliated fund activities differentiate it from many team-sized wealth management firms that lack tied broker-dealer or fund-sponsoring affiliates.

Client services

Financial planning Portfolio management Consulting

Expertise

Liquidity event planning Business exit / sale strategy Wealth management Tax-loss harvesting Private / alternative investments

Occupation focus

Executive Founder/Business Owner

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Fee options

Fixed

Annual fixed dollar amount negotiable with client, billed quarterly in arrears

Percentage

Up to 1.00% annually (negotiable based on account size, complexity, and other factors)

Other

Account minimum: $1,000,000

Main office

255 Fillmore Street, Suite 500

Denver CO 80206

Advisors at this office

8

Most active in

Arizona · California · Colorado · Florida · Ohio · Texas

Also doing business as

Class Vi Family Office, LLC · Class Vi Partners · Cva Family Office, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christopher Y

Series 63, Series 65

Denver, CO

Class VI Family Office, LLC

Christopher Younger is an advisor at Class VI Family Office, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been associated with the Class VI group of companies since 2004, including Class VI Ventures, LLC and The Silvercloud Companies. Outside of his advisory role, he is the CEO of Class VI Partners, LLC, a consulting business where he dedicates significant time weekly. Class VI Family Office serves business owners, executives, and entrepreneurs, focusing on wealth planning and investment management related to significant liquidity events. The firm employs a holistic, IPS-driven approach emphasizing strategic asset allocation, tax efficiency, and capital preservation while offering a range of investment solutions and integrated services connected to its affiliated broker-dealer and private fund entities.

Liquidity event planning Business exit / sale strategy Wealth management Tax-loss harvesting Private / alternative investments Executive Founder/Business Owner
user avatar

Matthew B

Series 63, Series 65

Denver, CO

Class VI Family Office, LLC

Matthew Blackburn is a financial advisor with Class VI Family Office, LLC in Denver, CO, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at CVA Family Office, LLC since 2016. Outside of his advisory role, he is a managing member of MDBHBZ Investments, LLC and participates in the Entrepreneur Private Investment Club (EPIC), a network focused on private investment opportunities. Class VI Family Office advises primarily business owners, executives, and entrepreneurs on wealth planning and investment management, with a focus on liquidity event planning. The firm employs a holistic, IPS-driven approach emphasizing strategic asset allocation, tax efficiency, and capital preservation across a range of investment vehicles.

Liquidity event planning Business exit / sale strategy Wealth management Tax-loss harvesting Private / alternative investments Executive Founder/Business Owner
user avatar

Ginny R

Series 66

Denver, CO

Class VI Family Office, LLC

Ginny Robinson is a financial advisor at Class VI Family Office, LLC in Denver, CO, holding a Series 66 designation with 13 years of industry experience. She previously worked at William Blair & Company for four years and Merrill for nine years. Class VI Family Office advises individuals, primarily business owners, executives, and entrepreneurs, on wealth planning and investment management, with a focus on navigating significant liquidity events. The firm employs a holistic, IPS-driven process emphasizing strategic asset allocation, tax efficiency, and capital preservation.

Liquidity event planning Business exit / sale strategy Wealth management Tax-loss harvesting Private / alternative investments Executive Founder/Business Owner
user avatar

Julia G

Series 65

Denver, CO

Class VI Family Office, LLC

Julia Getty is a financial advisor with Class VI Family Office, LLC in Denver, CO, holding a Series 65 designation and three years of industry experience. She previously worked at myCIO Wealth Partners, LLC and SEI Investments. Class VI Family Office advises business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on strategies around significant liquidity events. The firm employs a holistic, IPS-driven approach emphasizing strategic asset allocation, tax-efficiency, and capital preservation.

Liquidity event planning Business exit / sale strategy Wealth management Tax-loss harvesting Private / alternative investments Executive Founder/Business Owner
user avatar

Sean S

Series 66

Denver, CO

Class VI Family Office, LLC

Sean Swierczewski is a Series 66-registered financial advisor with eight years of industry experience. He currently works at Class VI Family Office, LLC and has prior experience at CVA Family Office, LLC, Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and FactSet Research Systems, Inc. Outside of his advisory role, he owns and operates All Season Wash Co. LLC, a car detailing service. Class VI Family Office advises business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on strategies before, during, and after significant liquidity events. The firm employs a holistic, IPS-driven process that emphasizes strategic asset allocation, tax efficiency, and capital preservation through a range of investment vehicles.

Liquidity event planning Business exit / sale strategy Wealth management Tax-loss harvesting Private / alternative investments Executive Founder/Business Owner
user avatar

Luke M

CFP®, Series 66

Denver, CO

Class VI Family Office, LLC

Luke Mc Caslin is a CFP® with 11 years of experience in the financial industry. He currently works at Class VI Family Office, LLC and has previously held positions at CVA Family Office, BANK OF THE WEST, BancWest Investment Services, and Wells Fargo affiliates. He is a member of the Entrepreneur Private Investment Club, which provides a forum for business owners and entrepreneurs to share private investment opportunities. Class VI Family Office advises primarily business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on planning around significant liquidity events. The firm employs a holistic, IPS-driven approach that emphasizes strategic asset allocation, tax efficiency, and capital preservation.

Liquidity event planning Business exit / sale strategy Wealth management Tax-loss harvesting Private / alternative investments Executive Founder/Business Owner
user avatar

Dalyce T

CFP®

Denver, CO

Class VI Family Office, LLC

Dalyce Tinoco is a CFP® with 10 years of industry experience, currently serving at Class VI Family Office, LLC in Denver, CO. She has been affiliated with CVA Family Office since 2016. Dalyce is a member of the Entrepreneur Private Investment Club (EPIC), a network for business owners and entrepreneurs to share private investment opportunities. Class VI Family Office advises business owners, executives, and entrepreneurs on wealth planning and investment management, emphasizing strategic planning around significant liquidity events. The firm employs a holistic, investment policy statement–driven approach that integrates discretionary portfolio management with comprehensive wealth planning and utilizes a range of investment vehicles including mutual funds, ETFs, equities, fixed income, and alternatives.

Liquidity event planning Business exit / sale strategy Wealth management Tax-loss harvesting Private / alternative investments Executive Founder/Business Owner
user avatar

Benjamin K

Series 65

Denver, CO

Class VI Family Office, LLC

Benjamin Krapfl is a financial advisor at Class VI Family Office, LLC with a Series 65 credential and two years of industry experience. Prior to joining Class VI, he worked at Bland & Associates and Axiom Law and spent four years at Creighton University. Class VI Family Office serves primarily business owners, executives, and entrepreneurs, focusing on wealth planning and investment management around significant liquidity events. The firm employs a holistic, IPS-driven process emphasizing strategic asset allocation, tax efficiency, and capital preservation through diversified investment strategies.

Liquidity event planning Business exit / sale strategy Wealth management Tax-loss harvesting Private / alternative investments Executive Founder/Business Owner
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