Coppertree

Coppertree is a wealth management and developer platform company located in Cincinnati, Kentucky, that merged with Argentarii Family office to offer integrated family office services. The business focuses on helping families create powerful legacies through personalized service and proprietary processes like the Success Mapping Process© and Argentarii Legacy Planning Services (ALPS). It serves clients seeking holistic perspectives on wealth matters and life priorities through a centralized partnership approach.

The company's proprietary Success Mapping Process© and Argentarii Legacy Planning Services (ALPS) are designed to help families define how their wealth, assets, values, and wisdom can impact future generations. These tools aim to ensure that financial assets and ideals are meticulously managed and perpetuated for the long term while addressing multi-generational enterprise management challenges.

Coppertree offers a centralized hub for all wealth matters and life priorities, acting as an integrated family office that coordinates cross-disciplinary counsel. This approach aims to achieve holistic perspectives that dispersed generalists cannot match, providing a true partnership rather than just a vendor relationship.

The business provides generation development to promote responsible stewardship, family alignment, and seamless transitions, along with advice on strategic charitable giving and foundation governance. It also offers white-glove concierge lifestyle assistance to handle tasks that take away from valuable time.

Coppertree claims to use a boutique firm approach to deliver a select group of clients the ultimate level of service and attention, helping to organize and simplify their lives. The firm emphasizes deep connection and focused attention over sheer breadth as the hallmark of capability.

Recent reviews from November 2023 highlight that customers praised Coppertree's excellent customer service, prompt responses to queries, and helpful assistance throughout the purchasing process. Many reviewers noted the website was easy to navigate and the items arrived on time and as described.

Coppertree is located at 1101 Saint Gregory St Ste 225 in Newport, Kentucky, and can be reached by phone at 15135791440. The business also maintains a Facebook profile for client communication.

The company's services include private access to opportunities through pooled assets and experience, as well as active sourcing and research of new investments in alternative asset classes. They also provide sophisticated reporting with real-time visibility into dynamic personal financial statements.

Coppertree's history includes a merger with Argentarii Family office, which continues to use the Success Mapping Process© and ALPS to help families define their legacy. The firm aims to elevate service and help clients achieve their vision for a lasting legacy.

The business operates under the Argentarii name now, with a website that reflects the merged entity's commitment to excellence and personalized service. The firm continues to strive to elevate service and help clients achieve their vision for a lasting legacy.

Coppertree's services are designed to help families think like capital allocators rather than portfolio managers, leveraging private access to opportunities and alternative asset classes. The firm also provides generation development to promote responsible stewardship and family alignment.

The company's website states that it is registered with the SEC, which is a requirement for offering investment advisory services. This registration confirms compliance with federal securities regulations for the firm's operations.

The official website of Coppertree is coppertreeltd.com.

On Trustburn, Coppertree has a rating of 3.9 out of 5 based on 9 reviews.

Coppertree has official profiles on Facebook.