Mark Casella & Coppertree Are excited to announce a Merger with Argentarii Family office
Clients and Friends,
I am thrilled to share some important news with you. After years of dedicated service and the privilege of helping families create powerful legacies through Coppertree, I am proud to announce that Coppertree is merging with Argentarii, a premier shared family office committed to the same principles of excellence and personalized service that have guided us since the beginning.
As a partner of Argentarii, I am excited to bring the unique expertise and values of Coppertree to this new venture. This merger allows us to expand our capabilities and resources, providing even greater support as you pursue what matters most to your family. At Argentarii, we will continue to use our proprietary Success Mapping Process© in addition to Argentarii Legacy Planning Services (ALPS) to help you define how your wealth—encompassing assets, values, and wisdom—can impact your family and the world for generations to come.
While this is a new chapter, my commitment to you remains steadfast. I look forward to continuing our journey together under the Argentarii name, where we will strive to elevate our service and help you achieve your vision for a lasting legacy.
Thank you for your trust and partnership over the years. I am excited about the opportunities ahead and am eager to continue supporting you in this exciting new chapter.
Warm regards,