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Personalized wealth management for you and your family's financial future
Preserving and growing wealth is about more than just the numbers – it requires a deep understanding of our clients’ aspirations, unique circumstances, and family dynamics. At Kopas Advisory Group, we pride ourselves on being adept at navigating this complex landscape, utilizing a “family office” approach and more than 100+ years of combined experience to serve our affluent clients with astute understanding and unwavering dedication.
Our team is comprised of seasoned professionals with prestigious industry designations and decades of experience. We leverage our expertise to assist you in achieving financial freedom through comprehensive financial and estate planning. Our commitment is to offer continuous support and guidance at every step of your life journey.
Our valued clients discover the power of a true “family office” framework, tailored to their goals. We work with families to understand their guiding principles that set the framework for wealth transfer to the next generation. Specializing in assisting families through the intricate intersection of ownership, family dynamics, and business continuity.
Benefit from our demonstrated expertise in assisting dual citizens. We provide tailored solutions to optimize wealth, provide estate planning, and establish a dedicated oversight team which includes cross-border professionals for continuous guidance.
