This is a simple, yet complex question for most families. Many parents would say they want their family to be happy, healthy, successful and united. For families of substantial economic means, this question raises additional considerations.

Coppertree often hears families voice their desire for each generation to be able to find their own paths and pursue their dreams without the family wealth lessening their drive to succeed. Others will say they are unsure of their children’s ability to oversee the family’s affairs. Some come to us because the wealth of the family is creating issues that threaten to tear apart the family.

The common themes that all of these families express to us are these: they want to understand their shared history, the values that bind them together as a family, and they wish to perpetuate this legacy through future generations. When this foundation is in place, the family is prepared to proactively transform their vision for their family into reality.

Coppertree is devoted to families. We recognize that families of great wealth face unique challenges and opportunities. Our work helps families navigate the challenges while making the most of the opportunities. If this interests you, Coppertree may be able to help.