COOPER WEALTH STRATEGIES

Through Cooper Wealth Strategies, LLC, I offer personal and customized wealth preservation, wealth transfer and tax minimization advice to affluent families throughout the United States. With over 35 years professional experience advising wealthy clients on income tax, estate planning and family governance issues, I have advised and guided high net worth clients and their families through the many issues that substantial wealth can bring upon a family. In addition to helping families preserve and transfer wealth in a tax efficient manner, I work with clients to create a family legacy that will succeed through multiple generations.

Also known as: Cooper Wealth Strategies, LLC

Primary location: Chicago United States