Coppertree Ltd. is a private multi-family office offering customized service and professional advice to families of great wealth. Our mission is to help families preserve and enhance their human, intellectual, social, and financial capital so that it continues to enrich the family and the world for generations. Organized governance, strategic planning, and profound education programs are the three main pillars of our ethos as a firm.

With the assistance of Coppertree advisors, your family can navigate the challenges of wealth, capitalize on extraordinary opportunities, and build a meaningful and enduring family legacy.