The Truth About Wealth

Copper Beech’s Philosophy & Vision (Ep. 126)

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Are you certain your family’s financial future is secure for generations to come? 

Understanding the true value of your wealth goes beyond numbers; it’s about creating a lasting legacy.

Today on The Truth About Wealth, John and Michael Parise revisit the foundation of Copper Beech Financial Group, explore the unique concept of a family CFO, and discuss strategies to effectively preserve and transfer wealth from the first to the third generation for 100-year families. 

Tune in and gain insights into their holistic approach, which incorporates financial planning, education, and maintaining family values to ensure long-term prosperity and unity.

John and Michael cover:

  • The evolution and vision behind Copper Beech Financial Group
  • The role and significance of a family CFO
  • Creating 100-year family plans and the importance of generational involvement
  • Using legacy videos to bridge value gaps between generations
  • And more!

    • Connect with John and Michael Parise:

    • 856-988-8300
    • Copper Beech Financial Group
    • LinkedIn: John Parise 
    • LinkedIn: Michael Parise 
    • LinkedIn: Copper Beech Financial Group, LLC
    • Facebook: Copper Beech Financial Group, LLC
      • ...more
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