Overview

Copperstone Partners specializes in wealth planning services that employ advanced tax planning, life insurance selection and design. We provide affluent individuals with sophisticated methods of preserving and enhancing their wealth. Copperstone’s distinctive strategies are developed in collaboration with an elite team of domestic and international legal tax specialists to ensure the most innovative strategies for clients. We help clients and their advisors navigate the complexities of policy evaluation, estate preservation, and how to structure estate assets to minimize tax liabilities. At Copperstone, our industry experience spans over two decades. We have acquired the specialization to inspire the confidence of the most demanding and perceptive clientele.