Episode 8 – The Importance of Family Meetings



To building lasting wealth, it’s essential for families to hold multigenerational meetings that cultivate honesty and transparency. In this episode, John and Michael Parise discuss the importance of family meetings as part of their process at Copper Beech Financial Group.

In this episode, you will learn:

  • How family meetings can help to prevent loss of wealth through multiple generations
  • Why it’s especially important to include younger generations in family meetings
  • How Copper Beech facilitates personal “x-party” communication within families
  • And more!

Every family needs better communication, especially when it comes to protecting wealth . . . listen to this episode to learn more!

Resources:  Copper Beech Financial Group