Mark is the President and Founder of Coppertree. He has been nationally recognized as an expert in helping families to create powerful legacies and to think strategically about how they want their family resources to support their pursuits of what matters most. Using Coppertree’s proprietary Success Mapping Process ©, Mark helps families to define how they want their wealth (assets + values + wisdom) to impact their family and our world.
As a second generation co-owner of a privately held family enterprise, Mark is uniquely positioned to aid families in addressing the particular challenges of multi-generational enterprise management and family legacy planning. Using his expertise in Organization Development and Finance, Mark helps families understand and employ all forms of their capital, including their time, knowledge, experiences, connections, and economic resources, all in pursuit of their goals for the present and future.
Mark and his wife, Mary, are actively building their lasting legacy, as they spend time with their four daughters, their spouses, and grandchildren.
Madeline works closely with Enterprise-Owning Families around Governance best practices, long term Success Mapping, and Generational Succession planning. She is a shareholder of Clariata, a start-up company offering a unique digital strategic planning toolset to the high net worth wealth advisory community. Madeline is a founding member of Caledonia Ventures multi-generational family council. Her professional experience includes consulting at KPMG for top financial institutions on operational excellence. She has earned an Advanced Certificate in Family Business Advising from the Family Firm Institute providing additional tools for positive change in Family Business Systems. She also holds a degree from Georgia Institute of Technology in Management science with concentrations in Industrial Engineering and Psychology.
Tom is responsible for the Family Business Strategy practice of Coppertree. He works closely with Family businesses on their long term vision, mission, and governing values while supporting them and establishing a rhythm for successful execution of their strategic plan. He is also Managing Director / Owner of Caledonia Ventures, with controlling interests in several diverse operating companies. Prior to Founding Caledonia Ventures, he was President of Production Control Units (PCU), an engineering and automation company, which he successfully acquired in 2012. Before joining PCU, Tom held multiple leadership positions, including 8 relocations with Eaton Corporation. He holds an Executive MBA from Northeastern University, an Industrial Engineering Degree for Georgia Institute of Technology, and an Economics Degree from Denison University. Tom is the seventh generation to live with his wife Madeline and 2 Labrador retrievers on a historical property in Dublin Virginia.