An Uncommon Commitment

Coppertree is distinguished from other family offices by the caliber of its commitment to families. Embedded in this commitment is a respect for difference; since no two people are alike, no two families function in the same way. Rather than gloss over this variety, we use it to enhance the efficiency of our practice, taking the time to understand each family as a singular and complex organization. Being aware of a family’s unique operational style allows us to collaborate with members more usefully; design more relevant governance systems, education programs, and financial strategies to ultimately provide more informed counsel.

The Advantage of a Private Multi-Family Office

Coppertree’s shared-cost structure gives our client-families access to a level of service and talent that they may not have otherwise been able to engage. Moreover, Coppertree represents a profound pool of resources from which to draw solutions, and a fine-tuned skill for vetting options and opportunities. We provide independent counsel, but sell no products. Therefore, nothing prevents us from aligning all of our services with our client-families’ needs.

The Wisdom and Compassion of Experience

Coppertree has the added advantage of empathic insight into our clients’ positions, an insight that comes from our principals’ personal experiences as 1st, 2nd, and 3rd generation wealth stewards. Having been confronted with many of the same issues that confront Coppertree’s client families, the firm’s principals can share the valuable lessons they have learned from working to secure their own family legacies for generations yet to come.