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

The Truth About Wealth

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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:

127 episodes

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