Coppertree offers a comprehensive suite of services and programs to complement generational strategic planning. Depending on the nature of the philanthropy and family foundations, Coppertree may collaborate with tactical partners to ensure its expert execution. These services are provided in addition to family governance systems and economic and operational consulting.
Are your children prepared to take the reins?
At Coppertree, we view education as the most powerful succession tool there is.
With our customized education programs, we empower members of the next generation to be fully responsible for their inheritances and to steward family wealth so that it grows for generations.
Is the rest of your family ready to assume ownership?
Successful wealth preservation depends on the financial empowerment of all family members, not just the next generation. We design our education programs to fit each family’s collective and individual needs. Our programs and retreats are aimed at teaching communication, leadership, management skills, and financial concepts to every potential inheritor. In addition, family members learn the governance skills they need to optimally participate in financial and philanthropic family decisions.
How will your generosity benefit others?
Beyond leaving bank accounts for your children, you want to make a difference in shaping the world. Through philanthropic planning, we can help you identify gift ideas, promote enduring values, and ensure that future generations are locally and globally engaged.
Is every area of your family’s life protected?
Coppertree evaluates your family’s risk profile to create a customized mitigation strategy for your family and its individual members. We compile and present choices of carefully vetted solutions to family liability. Once the family reaches a consensus, we enact the approved solution and monitor its development.
Are you overwhelmed by the challenges of choosing investment managers?
Based on an analysis of your financial landscape, Coppertree expertly vets financial managers for your family. If you already have financial advisors in place,
Coppertree works closely with them to ensure that all investment planning is aligned with your family’s vision.
Who is working to integrate the efforts of your diverse advisors?
Coppertree coordinates and supervises your family’s tax, legal, and estate planning experts as they strategically adjust your complex ownership structures in favor of multi-generational preservation. We work with your existing advisors and recruit new advisory talent in accordance with your family’s values and goals. Full alignment with your family is our top priority, and we work to ensure this alignment at every level
of planning.
Are your family’s enterprises operating at their full potential?
Using our assessment of your family’s personal interests, capabilities, and goals,
Coppertree can become an invaluable resource for a strategic business plan to
increase the cohesion and operational efficiency of your family enterprise. We help
each family member attain his or her desired mode of contribution to the business’ overall health and self-sustainability.
Are financial maintenance tasks consuming your time?
We tend to the day to day operations of your family’s financial life
so that you don’t have to.
Our administrative services include:
Are you truly free to enjoy your leisure activities?
We offer tailored lifestyle planning so that you can focus on your passions.
Our services include, but are not limited to:
Personal property oversight Personal shopping Research for special projects Event and party planning, and lifestyle services such as coordinating travel and transportation.
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