A strong team is the backbone of a business. Without cohesive teamwork, a business cannot and will not be successful. In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss the importance of “aligning your tribe”: working with your family and partners to accomplish the shared goal of building and managing …
Do you know what your net rate of return is on your investment portfolio? How much money are you actually taking home at the end of the day? In this episode, John and Michael Parise discuss the importance of understanding that it’s not about what you make, it’s about what you keep. In this episode, …
In a highly competitive job market, retaining high-level executives can be a challenge for privately held companies. In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss ways that companies can offer their top executives competitive benefits for continued service. In this episode, you will learn: The importance of having a …
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 …
So far, father-son duo John and Michael Parise have discussed many specific topics about generational wealth planning. Today, they’re taking a different approach. In this episode of The Truth About Wealth Podcast, John and Michael share a case study that gives you a full start-to-finish picture of how they help families with their planning. In …
Are your assets protected? This question is highly relevant to high-net-worth families and individuals, and it involves delving into emotional topics. In the second part of their mini-series, John and Michael Parise guide you with compassion and expertise through the final three asset protection risks and how to avoid them. In this episode, you will …
It’s imperative that high-income families take steps to protect their assets. In this episode, John and Michael Parise explain how they help clients avoid four asset protection risks, starting with potential lawsuits. It’s time for Juris Doctor Michael to share how he puts his law degree to work at Copper Beech Financial Group. In this …
If something were to happen to you tomorrow, what would happen to your business? This is the first question in John and Michael Parise’s insightful and action-prompting white paper, 10 Eye-Opening Questions to Protect Your Wealth. Today, they explain why this is one of the most important questions you can ask yourself as a business …
When you hear “finance” and “audit” in the same sentence, you might feel your stomach flip. But fear not. Copper Beech Financial Group’s audit process is a very positive tool that can be used to determine the next steps in a client’s wealth journey. In this episode, you will learn: About the steps of the …
Copper Beech Financial Group provides a specialized service for their clients. Specifically, they take on the role of ‘family CFO’ to provide multi-generational financial planning for high-income families. In this episode, you will hear about the discovery process for prospective clients at Copper Beech Financial Group, and the ins and outs of the ‘family office …