Tailored solutions for your complex needs
Copper Tree Wealth Management
408-827-3260 ext. 3292
750 University Avenue
Suite 250
Los Gatos, CA 95032
We recognize and appreciate the creativity, sacrifice, and perseverance required to build substantial family wealth.
We believe every family, looking at the next generation, hopes to impart advantages that are more than just material and financial. Suitable investment advice is fundamental to our relationship. However, we look beyond investment philosophy to the even bigger vision: helping to preserve your family’s wealth, and sustaining your family’s legacy and values for generations to come.
Count on us to:
- Understand your needs
- Design thoughtful and tailored strategies for achieving your goals
- Help manage, grow and protect your assets
- Communicate clearly and effectively
- Be accountable
Access
A specific focus on the needs of entrepreneurs and business owners
Our team will work closely together with you to create a comprehensive plan that includes your business transition goals and post-liquidity investment strategies. We help make sure you are positioned to accomplish everything that’s important to you, your family and your business.
Preparing for a strategic exit
Planning
Understanding the needs of each generation
When we build a comprehensive financial plan, we start by listening and learning about you and your family. No matter what phase of life you are in or the complexity of your financial needs, we offer a flexible and disciplined process for building your plan.
Legacy
Helping to protect your family’s future
Our team helps you navigate the intersection of family, business, finance and legacy by building planning strategies that serve current generations and yet flexible enough to meet the needs of future generations.
Investing
Customized strategies focused on your priorities
With direct access to the global resources of UBS, we can help you plan for market uncertainty with timely perspectives, customized investment management and a fully integrated suite of financial solutions. We will work with you to provide tax-advantaged programs and appropriate investment strategies tailored to your needs.
Service
Communication on a deeper level
We bring together the boutique services of a dedicated team with the global resources of one of the world’s largest wealth management firms. Our team’s high-touch service helps to simplify your financial life by connecting you to the guidance and resources you need.
Our perspectives
Insights