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How Copia Empowers Multi-Family Offices to Manage Complex Client Portfolios

Streamlining Wealth Management Across Dozens of Families and Asset Classes

Multi-family offices face unique challenges in managing the wealth of multiple families, often across diverse asset classes and jurisdictions. With dozens of clients, each with intricate estate structures and specific needs, maintaining clarity and efficiency can feel overwhelming. Copia’s platform is designed to simplify these complexities, allowing multi-family offices to deliver exceptional service while maximizing operational efficiency.

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multi-family-office

Patron Profile

Atlas Multi-Family Office serves 18 families, each with unique financial goals and diverse portfolios. Their clients include entrepreneurs, business owners, and legacy families, managing a combined $2 billion in assets.

Atlas’ approach emphasizes transparency, proactive communication, and tailored strategies to meet the distinct needs of each family.


  • Fragmented Data: Consolidating data from multiple families and asset classes was time-consuming and prone to errors.
  • Entity Complexity: Managing hundreds of trusts, LLCs, and holding companies required sophisticated organization tools.
  • Inefficient Reporting: Generating client-ready reports took significant manual effort and lacked real-time insights.
  • Collaboration Barriers: Communicating effectively with family members, trustees, and external advisors was cumbersome.
  • Document Overload: Processing, storing, and retrieving thousands of documents across families strained existing systems.
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The Copia Journey

Atlas partnered with Copia to modernize their operations and enhance their client experience. Within the first month of implementation, Copia delivered transformative solutions:

Centralized Data Management

Copia’s Entities Map consolidated all trusts, LLCs, and other entities for each family, providing a clear visual representation of ownership structures.
Centralized Data Management

Streamlined Document Processing

Using AI-powered document ingestion, Copia automated the processing of thousands of historical documents, reducing manual workload by 70%.
Streamlined Document Processing

Real-Time Reporting

Atlas leveraged Copia’s dynamic reporting tools to create real-time, client-ready reports tailored to each family’s needs. Reports included portfolio performance, income tracking, and capital call schedules.
Real-Time Reporting

Enhanced Collaboration

Entity-based permissions allowed Atlas to grant specific family members or advisors access to relevant data, fostering transparency and trust.
Enhanced Collaboration

Workflow Automation

Copia’s workflow engine automated recurring tasks, such as approvals, family meeting agendas, and capital call scheduling, saving hours of administrative time.
Workflow Automation
“Copia has transformed how we operate. What used to take weeks of manual work can now be done in days. Our families love the clarity and transparency we provide, and our team is more efficient than ever. It’s a game-changer.”
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Atlas

CEO

Success Metrics

Success is defined differently by every Patron. For Jonathan, success looks like:

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Time Savings
Reduced manual data processing time by 70%, allowing staff to focus on higher-value client engagement.
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Improved Transparency
Family members gained a clear understanding of their entity structures and portfolio performance, enhancing trust and satisfaction.
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Real Time Decision Making
Real-time insights empowered families and advisors to make informed decisions quickly.

Discover What Success Looks Like For You 

Daniel’s story highlights how Copia enables recently liquid entrepreneurs to transition seamlessly into managing a family office. By consolidating assets, simplifying processes, and providing tools for long-term planning, Copia empowers new family offices to build a strong foundation for the future. For entrepreneurs embarking on this journey, Copia offers clarity, confidence, and a scalable path forward.

Fine Print

Our Patrons come from a wide variety of backgrounds, experiences, and family configurations. Many experience similar challenges managing their wealth. We submit that our case studies are reflective of a typical user and their situation. Due to our patrons' highly confidential nature, we've chosen to fictionalize details about accounts, names, marriage status, and net worth.

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