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

The Truth About Wealth

Indhold leveret af John Parise and Michael Parise, John Parise, and Michael Parise. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af John Parise and Michael Parise, John Parise, and Michael Parise eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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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:

128 episoder

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