Named after the copper beech tree for its slow but steady growth with a deep root system, Copper Beech is a collection of professionals dedicated to protecting, preserving, and growing your family's wealth for generations to come. Our focus is exclusively on asset protection, tax efficiency, and family governance with a generational mindset. We have decades of experience helping families navigate some of life's most complex issues.
Generational wealth management is more than managing finances. It’s instilling values in the next generation, keeping the family together through philanthropy, and setting up future generations for success.
We are selective about our clients and only work with families who are as dedicated to this lifelong partnership as we are. If you are interested in becoming a client please contact us to arrange an interview.