Monthly Archives: May 2021

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Episode 57: Governance at an Enterprising Family Level – With Jeff Savlov

Family governance refers to the structures and processes families use to organize themselves and guide their relationship with their enterprise.

In the first part of this two-part series, Jeff Savlov, founder of Blum & Savlov, LLP joins John and Michael Parise to explain the family component of governance. Jeff highlights how families and their businesses can build and benefit from their governance plan, while highlighting potential drawbacks of low governance arrangements.  

You will learn:

  • What is so complex about a family governance creation 
  • How a formal governance document plan can avoid what Jeff calls “toxic informality”
  • The difference between a family business and an enterprising family business 
  • Consequences of poor governance planning 
  • And more!

Join the conversation to discover the crucial role of governance when it comes to picking the next leader for the family business! 

Resources:  Copper Beech Financial Group: (856) 988-8300 | John Parise | Michael Parise | Jeff Savlov | Blum & Savlov, LLP: T. 732-296-8047 / C. 732-266-7572 / F. 732-284-4257

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Episode 56: The Ultimate Episode Guide You MUST Revisit and Listen To

The Copper Beech team is going back to the classics in this highlight reel episode!

In this episode, John and Michael Parise revisit a series of episodes you must listen to in order to help you gain insight to overcome and solve potential concerns about your generational wealth planning.

You will learn:

  • The importance of estate planning – episodes 14 and 26
  • All things within the tax world and tax law changes – episodes 27, 36, and 42
  • Conversations about life insurance – episode 19
  • Why business owners should revisit their business succession plan – episode 33
  • Understanding the generational components of trusts – episodes 12 and 13
  • What you should really know about 1031 exchanges – episode 52
  • And more!

Listen today and find out why and how all these episodes introduce and talk about things  clients are always concerned about!

Resources: Copper Beech Financial Group | John Parise | Michael Parise 


Episode 12 | Episode 13 | Episode 14 | Episode 19 | Episode 22 | Episode 23 | Episode 26 | Episode 27 | Episode 30 | Episode 31 | Episode 33 | Episode 34 | Episode 36 | Episode 42 | Episode 52