Business Owners


You are an excellent CEO of your business. But how are you as a CEO at home? From asset protection to family governance to tax efficiency there are many components of your financial health. Let us take you out of the middle and coordinate your team of trusted advisors to make the best possible financial decisions for your family.

In addition to managing your family’s wealth, have you made a plan for your business to be successful without your active engagement? 30% of family-owned businesses make it to the second generation. 12% survive to the third, and only 3% are viable by the fourth*.

Copper Beech takes a holistic approach to understand every facet of your financial picture, your business, and your long term family goals. Let us be your Family CFO to protect, preserve, and grow your family’s wealth for generations to come.

Ask yourself: 

  • If you passed away tomorrow, what would happen to your family and your business?
  • Do you have a management team in place that could run your company if you passed away or became disabled tomorrow?
  • Is your current shareholder agreement tax efficient?


Source: Famous Families who Failed to Plan, Levin Agency, Business Resource Center for Advanced Sales, The Family Business Institute, September 2008