Also known as Family Office Partners
Copper Beech Financial Group is a multi-family office in Moorestown, New Jersey. It has served wealthy families for over 32 years, managing every aspect of family wealth. Copper Beech acts as a family CFO and provides family office services centered on tax efficiency, asset protection, and family governance. It works with the family and its trusted advisors to establish a generational wealth management plan. The firm's goal is to protect, preserve, and grow wealth for generations, and also to capture family values and instill them in the next generation. It removes the family from the middle by coordinating trusted advisors on its behalf to reach the best possible financial decisions.
Public regulatory records matched to Copper Beech Financial Group from SEC and IRS filings.
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Copper Beech Financial Group is a multi family office (mfo) based in Moorestown, United States, managing approximately $115M in assets.
Copper Beech Financial Group is headquartered in Moorestown, United States.
Copper Beech Financial Group manages approximately $115M in assets under management.
Copper Beech Financial Group was founded in 2009.
Copper Beech Financial Group focuses on Long-Term Investments, Real Estate - General, Debt Management, Diversified Finance Consulting, Insurance Products & Services, Investment Management, Legal & Tax Services, Multi-Asset Investing.
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