Why Copper Beech?

When was the last time your advisors sat down together and discussed every aspect of your family's wealth, preservation of family values, and asset protection plan holistically?

Copper Beech’s family office spearheads the process to preserve, protect, and grow your family’s wealth. We establish an expert, comprehensive generational wealth management plan that focuses on upholding your family values and keeping your family intact and prosperous for generations.  

Our family office service is a lifelong collaborative partnership that is available to select clients. When you join Copper Beech, you become a part of our family.