Wealth Management

What to Look For in Family Offices in Washington DC

Written by Staff Writer on August 15, 2023. Posted in Estate Planning, Wealth Management.

A family office is a privately held investment and wealth management firm established to look after the investment, financial,...

So Many Types of Trust Funds: Which Is Right for You?

Written by Staff Writer on August 10, 2023. Posted in Estate Planning, Wealth Management.

Before we look at the different types of trust funds and trusts, let’s explore the subtle difference between the...

Family Office vs. Hedge Fund: What’s the Difference?

Written by Staff Writer on August 3, 2023. Posted in Wealth Management.

Hedge funds and family offices both move in the rarified circles of high net worth (HNW) and ultra-high net worth (UHNW)...

How to Find the Best Financial Advisors in DC

Written by Staff Writer on July 13, 2023. Posted in Wealth Management.

Our nation’s capital has a high concentration of wealth, so it is no surprise to learn that there are many financial...

What Is a Family Office and Do I Need One?

Written by Staff Writer on June 6, 2023. Posted in Estate Planning, Tax, Wealth Management.

Among world’s richest families, the concept of a “family office” is not new. Even in antiquity, a noble family would...

Selecting a Wealth Management Firm in Washington DC

Written by Staff Writer on June 2, 2023. Posted in Wealth Management.

The best way to choose from among the many wealth management firms Washington D.C. has to offer is to think of them as...

How to Invest in Venture Capital

Written by Staff Writer on May 3, 2023. Posted in Blog, Wealth Management.

As every business owner knows, innovation and entrepreneurship are the engines of the U.S. economy. Small businesses...

Fiduciary vs. Non-fiduciary Accounts: Learn the Key Differences

Written by Staff Writer on February 10, 2023. Posted in Wealth Management.

Any discussion of fiduciary vs. non-fiduciary accounts hinges on the same element that separates fiduciary and non-fiduciary...

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COPE CORRALES is an independently owned and operated firm located in Washington, DC. Please check out the background of our financial professionals on FINRA’s BrokerCheck website. Please review important Disclosure information set forth in this website.

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