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Copia Guides Recently Liquid Entrepreneur on Their Family Office Journey

Simplifying Wealth Management for New Family Offices

Entrepreneurs who experience significant liquidity events often face a steep learning curve as they establish their family offices. The transition from running a successful business to managing personal wealth can be overwhelming, especially when navigating complex asset classes, unfamiliar systems, and family dynamics. For Daniel, Copia became the trusted partner he needed to make this journey seamless and successful.

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Patron Profile

Daniel, a 45-year-old entrepreneur, recently sold his technology company for $150M. Married with a teenage son and daughter, Daniel is eager to establish a family office that reflects his values and ensures long-term wealth preservation.

While he’s a seasoned business leader, Daniel is new to personal wealth management and wants to build a foundation for his family’s financial future.


  • Fragmented Information: Struggled to consolidate assets, including cash, public stocks, private equity, and venture capital investments.
  • Legacy Planning: Needed a framework to start conversations about estate planning and family governance.
  • Unfamiliar Systems: Found wealth management platforms intimidating and disconnected from his entrepreneurial mindset.
  • Efficient Reporting: Sought real-time insights to make informed decisions quickly.
  • Scalability: Wanted a solution that could grow as his portfolio and family office matured.
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The Copia Journey

Daniel partnered with Copia to simplify the process of launching and managing his family office. Within the first month, Copia delivered a streamlined solution tailored to his needs:

Comprehensive Asset Consolidation:

Copia aggregated Daniel’s financial data across bank accounts, brokerage accounts, and private investments into a single dashboard, providing clarity and control.
Comprehensive Asset Consolidation:

Family Governance Frameworks:

Copia introduced tools and templates to help Daniel initiate family governance discussions, including creating a mission statement and identifying key values.
Family Governance Frameworks:

Document Processing and Organization:

Using Copia’s AI-powered document ingestion, Daniel quickly digitized and organized key documents such as investment agreements, estate plans, and tax filings.
Document Processing and Organization:

Real-Time Reporting:

Copia’s reporting tools provided Daniel with dynamic, real-time insights into his portfolio performance, income streams, and capital allocation.
Real-Time Reporting:

Scalable Planning Tools:

Copia set up workflows and entity structures that could evolve as Daniel’s family office grew, ensuring long-term scalability.
Scalable Planning Tools:
“Transitioning from running a business to managing personal wealth was a lot more complex than I expected. Copia simplified everything, giving me the tools to make informed decisions and involve my family in the process. Now, I feel confident about the future we’re building.”
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Jonathan K.

CEO

Success Metrics

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

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Consolidated Portfolio
Integrated all assets, including cash, investments, and private holdings, into a single platform within 30 days.
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Established Family Governance
Drafted a family mission statement and initiated structured discussions about long-term goals and values.
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Time Saved
Reduced time spent managing wealth by 50%, allowing Daniel to focus on new ventures and family priorities.

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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