Toro West Capital Advisors

Overview

Toro West Capital Advisors delivers private wealth management and family office services for select families seeking to invest their time and money more effectively. Its services include liquidity and exit planning, tax strategy, public and private investment access, trust and estate planning, performance reporting, credit and lending support, and family office consulting.²³

The firm says its business structure is designed to support long-term independence and transparency.²

History

Toro West Capital Advisors evolved from a single-family office established in 2005.²

Leadership

Chris Rebich is co-founder and managing partner. His areas of expertise include portfolio design, philanthropic planning, commercial real estate, concentrated stock, cash flow planning, and personal and corporate balance sheets.⁴

Jeremy Shevlin is co-founder and managing partner and holds CFA and CFP designations. His specialties include global multi-asset portfolios, private investments, liquidity planning, philanthropy, family governance, and lending.⁵

Services

The firm builds tailored wealth management portfolios around each client’s needs and risk tolerance, using public and private investments.⁶

Toro West works with entrepreneurs, founders, and CEOs on pre-transaction planning, income tax and estate tax strategies, philanthropic planning, tax-efficient portfolios, and liquidity events. The firm reports that its managing partners have more than 40 years of combined liquidity-planning experience and have advised on transactions valued at more than $1 billion.³

Its family office services include family governance, tax and estate planning, single-family-office setup consulting, bill-pay resources, reporting, trustee services, asset protection, private banking, and credit services. The firm also highlights direct real estate, private co-investments, and curated private-market opportunities.⁷

What the firm offers

• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Business owner services
• Private and alternative investments

Client Focus

Toro West serves select families, including entrepreneurs, founders, CEOs, real estate families, and private equity entrepreneurs. Its client examples include real estate families diversifying beyond commercial real estate and private equity entrepreneurs working through concentration, legacy, and capital-growth goals.⁸

Approach

Toro West describes its mission as delivering wealth management services to families seeking to better invest their time and money. Its stated emphasis on independence and transparency supports a long-term planning relationship spanning investments, taxes, liquidity, governance, estate planning, and family operations.²³

Assets and Minimums

Investment management fees are asset-based and billed quarterly. The firm’s relationship summary lists a $15,000 one-time onboarding fee and a $25,000 annual minimum fee, subject to possible waiver or reduction. Family office wealth planning may be offered for a fixed fee or hourly fee.¹

By the numbers

FAQs

Related resources

• LocationMultifamily offices in Colorado

  Families considering Toro West Capital Advisors can use this page to identify other multifamily offices serving Colorado and compare the types of planning, investment management, and family office support available in the region. It may help a business owner or family clarify which services matter most, from tax planning to private investments.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain language guides on wills, trusts, and related estate planning decisions. A reader exploring Toro West Capital Advisors can use these materials to prepare questions about trust and fiduciary services, wealth transfer, charitable giving, and how estate documents fit with broader family planning.

• Network siteFamilyOffices.com

  FamilyOffices.com provides educational resources and a community focused on single family offices and wealthy families. Its materials can help readers assess topics that often arise in family office work, including family governance, education for heirs, investment oversight, philanthropy, and the practical needs of business owning families.

• GuideFiduciary duty vs suitability

  This page explains how fiduciary duty differs from the suitability standard used in financial services. Reading it can help a prospective client ask how an adviser approaches conflicts, recommendations, investment management, and planning for a family or business owner seeking tax, estate, or alternative investment guidance.

• Similar firmsAlpha Capital Family Office, LLC
  Tillman Hartley
  CEDRUS Financial

  Profiles of Alpha Capital Family Office, LLC, Tillman Hartley, and CEDRUS Financial give readers additional firms to review on MultifamilyOffices.com. Comparing their stated services, client focus, and locations with Toro West Capital Advisors may help a family or business owner organize questions before contacting an adviser.

Sources

1. SEC Form CRS
2. Toro West Capital Advisors: Our Story
3. Toro West Capital Advisors
4. Chris Rebich
5. Jeremy Shevlin
6. Toro West Wealth Management
7. Toro West Family Office
8. Toro West Client Stories

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.