Generational Wealth Transfer/Inheritors

Being a steward of your family’s wealth is a complex task. Navigating the unfamiliar waters of tax efficiency, governance, asset protection, and philanthropy can be daunting. 

Copper Beech will lead you to be a stalwart steward of your family’s wealth to preserve it for generations. We understand the wide range of issues that come with wealth, including tax implications, risk management, family dynamic changes, and a different set of expectations for life. Our family office can help you navigate this with ease and establish clear governance, a family mission statement, and an effective generational wealth management plan.

Ask yourself: 

  • How do you want to be remembered?
  • How often does your family meet to discuss your family mission statement or generational financial plan?
  • How are you instilling your family values in your children?