Family Office Experience

At COPE CORRALES, we understand the complexities of managing substantial wealth and the professional advisors required to execute a multi-generational wealth strategy. We also understand the time it requires, and how little time our clients have. So we coordinate all aspects of your financial life, in one place.

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Our Services

Core & Four Wealth

Our private wealth platform that combines the best of conventional wealth management with private investments families of multi-generational wealth have used for years.

Tax Planning

Strategic income, capital gains and estate tax planning. We seek to first eliminate then reduce your tax exposure to keep more of what you’ve built and ultimately give to your choice of charity not named the government.

Trusts and Estate

Likely the most delicate piece of our work together, balancing the protection of your assets from creditors and the government while maintaining control and usage during your lifetime.

Private Banking

Personalized cash management, access to portfolio lines of credit and strategic debt financing.

Insurance & Risk Management Advisory

We operate an in-house insurance agency protecting your family, life and business interests. Ensuring their protection and continuation in the event of adverse circumstances.

Charitable & Philanthropic Planning

We help build your giving platform through Foundations, Donor Advised Funds and Impact Investing opportunities.

Business Advisory

Acquisition and Sell-side strategies, business consulting, employee compensation arrangements, retirement plans,

Family Governance

Documented Investment policies, core values and guiding principles by which family wealth is managed, distributed and passed-on. We will also help manage family dynamics and facilitate family meetings.

816 Connecticut Avenue NW
Suite 800
Washington D.C. 20006

(888)336-8402

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Important Disclosures

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