Coppertree provides strategic planning and personal resource management for families. Using our proprietary SMART Planning Process ™ we help families to understand the values and beliefs that define the family which are drawn from the family's story and to articulate what each member of the family wants for themselves. With this information in hand, a personal resource analysis is conducted to discern the best strategy for the family to pursue what matters most to them.

What is Coppertree?

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’s assets 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 family’s Common Benefit Enterprises, (such as a privately held business, co-owned investment platform or family office), are creating issues that threaten to tear apart the Family.

Through our SMART Planning Process ™, we combine learning the family’s story with how their resources are currently used, with what they want to achieve as individuals and as a family. We provide the family with a Continuity Plan to pursue their idea of a well lived life. Coppertree provides personal resource management to ensure the family is using all forms of capital effectively and successfully in pursuit of their interests. Those forms of capital include:

• Time
• Knowledge
• Experiences
• Connections
• Economic resources

The Smart Planning Process ™ captures the vision of how the Family is currently using their capital in a Life Capital Resources Grid that quantifies the resources needed to achieve their vision of a well lived life. This planning process represents the family’s ability to effectively tap into the resources they have acquired, in a way that is meaningful to them.

Why was Coppertree created?

Mark Casella founded Coppertree in 2005. Mark had the desire to combine his knowledge of finance with his dream of helping families successfully transfer their legacy as family as well as their legacy as a family business. As a second generation business owner, Mark knows first- hand the challenges that business owning families face. He appreciates the importance of understanding the Family’s values as a basis for the establishment of a representative form of governance. His family has successfully transferred the business leadership through the first two generations and he is passionate about helping other families discover what matters most to them.