Copper Beech Financial Group provides a specialized service for their clients. Specifically, they take on the role of ‘family CFO’ to provide multi-generational financial planning for high-income families. In this episode, you will hear about the discovery process for prospective clients at Copper Beech Financial Group, and the ins and outs of the ‘family office … <a class="btn btn-default" href="https://thetruthaboutwealth.blubrry.net/2019/03/13/episode-2-copper-beech-is-a-family-office/"> Read More Read More</a>

Copper Beech Financial Group provides a specialized service for their clients. Specifically, they take on the role of ‘family CFO’ to provide multi-generational financial planning for high-income families. In this episode, you will hear about the discovery process for prospective clients at Copper Beech Financial Group, and the ins and outs of the ‘family office … Read More Read More

Copper Beech Financial Group provides a specialized service for their clients. Specifically, they take on the role of ‘family CFO’ to provide multi-generational financial planning for high-income families. In this episode, you will hear about the discovery process for prospective clients at Copper Beech Financial Group, and the ins and outs of the ‘family office … <a href="https://thetruthaboutwealth.blubrry.net/2019/03/13/episode-2-copper-beech-is-a-family-office/" rel="noopener noreferrer"> Read More Read More</a>

Episode 2 – Copper Beech is a Family Office

Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.

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Episode 2 – Copper Beech is a Family Office

Episode 2 – Copper Beech is a Family Office