Not long after I published my book, "Living a Legacy That Lasts", a number of financial advisors approached me about creating a service they could use with their clients that was based on my process and my philosophy. I heard you and I'm proud to announce that we are putting the finishing touches on Clariata, a strategic planning and implementation toolset for professional advisors and their clients.Clariata guides families and individuals to bring life decisions into focus. It is a toolset for professional advisors who want to do more for clients than just building wealth. The five-step process is a holistic, integrated approach for clients who are passionate about pursuing success for their families, communities, and philanthropic pursuits. Clariata produces deeper personal connections; enhancing the value of client/advisor relationships.While I continue to provide services to Coppertree client-families, Clariata represents an opportunity for me to share with many advisors and their clients what I've learned and experienced over a 40 year career in wealth management and family legacy and succession planning.Stayed tuned for updates and the official launch date.

Mark served as President and Founder of Coppertree. He has been nationally recognized as an expert in helping families to create powerful legacies and to think strategically about how they want their family resources to support their pursuits of what matters most. Using Coppertree’s proprietary Success Mapping Process ©, Mark helps families to successfully use their family capital to make a difference in our world.As a second generation co-owner of a privately held family business, Mark is uniquely positioned to aid families in addressing the particular challenges of multi-generational enterprise management and family legacy planning. Using his expertise in Organization Development and Finance, Mark helps families understand and employ all forms of their capital, including their time, knowledge, experiences, connections, and economic resources, all in pursuit of their goals for the present and future.