Through careful collaborative planning, including customized family education, Coppertree can help you continue your success through multiple generations. Please contact us about a more enlightened approach to family harmony and wealth preservation. We welcome the opportunity to serve your family as a trusted advisor.
Cincinnati Office
Mark A. Casella, CEO / Founder mark.casella@coppertreeltd.com
Coppertree Family Office
312 Walnut Street Suite 2275
Cincinnati, Ohio 45202
513.579.3531 office
513.579.3532 fax
New York Office
Catherine E. Kinsey, President / Principal katie.kinsey@coppertreeltd.com
Coppertree Family Office
366 Madison Avenue, 10th Floor
New York, NY 10017
212.682.3787 office
212.682.4659 fax