8 Tips Before Choosing a Family Office

Family Offices were once reserved for the ultra-wealthy (250MM+ Net Worth) Mutli-Family Offices now provide family office level service with access to private investments and institutional wealth management, at a fraction of cost and staffing requirements. In fact, if you have a liquid net worth of 5MM or more, you should consider a Family Office for your wealth and planning needs. But how to choose which family office is right for you? How do they compare to your current advisors?

Download Cope Corrales’ White Paper to learn:  

  • When is a Family Office right for you?
  • RIAs (Fiduciary) vs Brokers (Non-Fiduciary)
  • Access to Private Investments & Due Diligence
  • Tax Advantaged Charitable Giving & Microfinance
  • Use of Hedgefunds & Advanced Risk Controls
  • And more….

    Download the White Paper

    Joe Cope, Founder’s Story

    Luis Corrales, Founder’s Story

    At COPE CORRALES we’ve developed a customized approach to managing your wealth, that combines the best of conventional wealth management with investments wealthy families have used for generations.

    Our founders Joe Cope and Luis Corrales founded COPE CORRALES on the simple premise that clients should work with advisors who understand and can speak to all areas of their financial life. From tax to private investments and on, we are one place, one team, to guide families forward.

    816 Connecticut Avenue NW
    Suite 800
    Washington D.C. 20006
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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.
    Please check out the background of our financial Professionals on FINRA's BrokerCheck website
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