Multi Family OfficeNo direct investingLAST VERIFIED Aug 2026 · 1 SOURCES
COPLANNING FINANCIAL LLC
Multi family office in the United States.
Identity
- HEADQUARTERS
- United States
Overview
This multi family office has its headquarters in the United States. 1 person is named on its team.
People
- Jason CoCERTIFIED FINANCIAL PLANNER and founder · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
COPLANNING FINANCIAL LLC is a multi family office based in the United States.
COPLANNING FINANCIAL LLC does not publicly state whether it invests directly or through funds.
Key people at COPLANNING FINANCIAL LLC include Jason Co (CERTIFIED FINANCIAL PLANNER and founder).