Coppertree Background & Overview Overview

General Information

Coppertree is a multi-family office headquartered in Cincinnati. The firm serves the complex needs of multiple families, offering a range of tailored financial and advisory services. With a focus on long-term stewardship, Coppertree works closely with clients to address investment management, wealth planning, and intergenerational strategies—supports families in preserving and growing wealth across generations through a disciplined and collaborative approach.