The Truth About Wealth

Here’s Why You Should Create A “Family Investment Club” (Ep. 137)

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Copper Beech has coined something they like to call a “family investment club”. It’s a new way to manage generational wealth.

How can you implement it in your family?

John and Michael Parise are exploring how these can be a unique way to unite family members across generations, enhancing financial education and responsibilities while managing family wealth creatively and inclusively.

John and Michael discuss:

  • The basics of a Family Investment Club [00:02:44]
  • The importance of generational involvement in family enterprises [00:07:15]
  • Real-life examples of how their family manages multiple business ventures [00:04:42]
  • The role of family meetings in educating and including family members in decision-making [00:18:58]
  • Lessons from a Chicago family’s philanthropic strategies to keep unity [00:13:47]
  • 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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