Copper Beech Financial Group is a family office - multi based in Moorestown, United States, founded in 2009. Verified contact details, AUM data, and investment preferences on FindLPs.
Copper Beech Financial Group is a multi-family office based in Moorestown, New Jersey. Over 32 years serving wealthy families, Copper Beech Financial Group has ben effectively managing every aspect of your family wealth. Copper Beech acts as a family CFO and provides family office services that focus on tax efficiency, asset protection, and family governance. We collaborate with you, your family, and your trusted advisors to establish a generational wealth management plan. Our goal is not only to protect, preserve, and grow your wealth for generations, but to capture your family values and instill them in the next generation. We take you out of the middle and coordinate your trusted advisors on your behalf to make the best possible financial decisions for your family.
Investment types: Long-Term Investments
Sectors & themes: Debt Management, Diversified Finance Consulting, Insurance Products & Services, Investment Management, Legal & Tax Services, Multi-Asset Investing, Retirement Planning, Superannuation/Pension Funds, Trust Management, Wealth & Estate Planning, Finance, Financial Services, Insurance Services, Traditional Investments (Liquid Assets)
Preferred geographies: United States
Location: 1223 N. Church Street\nMoorestown\nNew Jersey\n08057\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.