PHONE: 513-579-3531
© COPPERTREE LTD. ALL RIGHTS RESERVED.
Meet Sam...
Meet John...

John started a real

estate development

business when he was 33.

Now in his late 60’s, John was ready to invite his 3 children to take over the business. To his dismay, none of them wanted anything to do with his business. None of them wanted much to do with their father either. Can John still build a meaningful relationship with his family? Yes! With some guidance.

May 15, 2019

Our Success Mapping Process showed the Dawsons how their wealth could be used to pursue what mattered most to them. They gained clarity around what they wanted for their boys. The money became less of a worry. They were now free to focus on living their legacy and helping their sons pursue their dreams!

April 15, 2019

The Dawson Family was suddenly changed when Kevin Dawson decided to sell a majority of his highly successful data analytics company to a private equity firm. Everyone was in a good place BEFORE the sale but Kevin worried how his success would impact his sons. Can Kevin and his wife, Christy, find a way to make their wealth a force for good for their sons? Explore their journey...

March 15, 2019

The Millers discovered the profound impact Lindsay's grandfather had on her view of the world during their Legacy of Five portion of their family interview. Now it was time to put it to the test. Would their new strategy give them the support and structure they needed to truly live a lasting legacy?

February 15, 2019

Meet the Millers – An Entrepreneurial Legacy of Five Success Story. George Miller became a financially successful entrepreneur late in life. After a successful corporate career, his transition to a start-up company led to a 'jackpot' payout. Now George wanted help managing his family's affairs. It was time to create a legacy strategy that reflected what he wanted for himself and his fa...

January 15, 2019

When Fred died three months after being diagnosed with cancer, his wife Leanne and their sons were not prepared for what happened next. Poor planning and poor communication led to poor decision making – across generations. Can Fred's wife and sons find a new path forward? Will the family find a way to reunite? Is it possible to create a legacy turn-around?

Please reload

"I am so ready to

leave this place." 

 

Sam had this same thought every morning since his 65th birthday passed 8 months ago.

 

His plan says he should be retired by now. His heart says the conditions aren’t ‘just right’ yet – it’s simply not the right time to turn the business over to the kids.

Can Sam find the 'just right' time to move on to the next phase of his life? Yes! With some guidance.