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.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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