Tag: Copper Beech Financial Group

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Navigating Blended Families and Estate Taxes: A Case Study Discussion (Ep. 109)

Navigating Blended Families and Estate Taxes: A Case Study Discussion (Ep. 109)

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Are you struggling with complex estate planning situations?

In this episode, John and Michael Parise uncover two case studies, one that worked and one that didn’t. 

Throughout the two case studies, Michael explains his role in the estate planning process and the challenges of working with a business owner with significant estate tax exposure. Adding to the conversation, John emphasizes the importance of balancing fairness and equality when dealing with multiple beneficiaries in estate planning.

John and Michael discuss:

  • The challenges of working with a business owner with significant estate tax exposure and a lack of liquidity to pay for it
  • Why it’s important to balance fairness and equality when dealing with multiple beneficiaries in estate planning
  • The different challenges that can arise when estate planning with business owners and beneficiaries across multiple generations
  • How their impact on families’ financial planning is compounded through generations
  • And more!

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The Role of Rare Tangible Assets in a Diversified Portfolio for Generational Wealth with Geoff Anandappa (Ep. 108)

The Role of Rare Tangible Assets in a Diversified Portfolio for Generational Wealth with Geoff Anandappa (Ep. 108)

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If you’re looking to diversify your portfolio and try to hedge some of the global inflation investors are seeing today, you might want to consider adding rare tangible assets or collectibles to your portfolio.

In this episode, John and Michael Parise speak with Geoff Anandappa, a specialist in rare tangible assets and the founder of Rare Tangible Assets Ltd., about investing in rare assets such as coins, art, stamps, and other collectibles. 

Geoff starts with his background in the specialty before diving into how investors can get into the rare tangible asset market and why they’re a good long-term investment choice for holding onto and growing generational wealth, even when the stock market goes awry.

Geoff discusses:

  • His background and how he got into rare tangible assets
  • How investors are using rare tangible assets to hedge the current worldwide inflation issue
  • The size of the market for rare asset collectors and investors
  • How big of a risk forgeries are, and what investors can do to avoid them
  • New collectibles emerging in the marketplace
  • And more!

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About Our Guest: 

Geoff Anandappa is a rare asset consultant and the founder of Rare Tangible Assets Ltd. With a background in stamp collecting, Geoff’s career in the industry began in 2005 when he joined Stanley Gibbons, the world’s oldest stamp dealer, to establish their investment department. Over 13 years, he traveled internationally, speaking at investment conferences and bringing in high-net-worth clients interested in rare stamps, coins, art, and first-edition books as alternative investments.

In 2018, Geoff launched his own consultancy firm, Rare Tangible Assets Limited, where he serves as a trusted advisor. As a consultant, Geoff assists clients in building investment portfolios in a diverse range of tangible assets, guiding starting collections, portfolio development, and exit strategies. With his extensive expertise and deep understanding of the market, Geoff offers professional consulting for individuals seeking to incorporate rare tangible assets into their investment strategies.

Helping Talent Find You with Chris Czarnik — Part 2 (Ep. 107)

Helping Talent Find You with Chris Czarnik — Part 2 (Ep. 107)

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So you made your job posting findable and found your key talent…

How to ensure they stay with your company?

In this episode, Michael Parise and Chris Czarnik briefly recap part one of this two-part miniseries focused on making job postings more findable. This time, they are back to unveil tips and tricks around employee retention. 

Listen in and discover how to make sure the new talent you hire stays at your company, beginning with why workers leave companies and the value of training and mentorship. 

Chris discusses:

  • Reasons people leave organizations
  • Why growth is so important for driven employees
  • How incorporating problem-solving in mentorship programs can help remote workers grow professionally
  • How organizations can build a promotional track for new-hired employees
  • The benefits of knowing your employee’s personality type 
  • And more!

Resources:

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About Our Guest:

Chris Czarnik is an award-winning national career search expert with more than 12 years of job search training and motivational speaking experience. He created and refined the innovative approach to job search, known as The Human Search Engine® by working with thousands of job seekers over more than a decade. Chris is a leading adjunct career search instructor for the 5th largest research university in the nation, as well as many colleges and universities across the country. Chris’ process was introduced to the 113th United States Congress as a national job search and Workforce Development model. Chris currently works with Workforce Development centers across the nation to reform the way people find new jobs.

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Helping Talent Find You with Chris Czarnik — Part 1 (Ep. 106)

Helping Talent Find You with Chris Czarnik — Part 1 (Ep. 106)

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Do you ever wonder why it is so difficult to find experienced candidates?

In this episode, Michael Parise speaks with Chris Czarnik about why businesses are struggling to find recruitment in the current job market. Chris covers the impact of the experience and generational gap in the workforce while explaining how companies can find more talent by using techniques seen in marketing.

Chris discusses:

  • How he got into recruiting talent
  • Why businesses are having a difficult time recruiting new talent
  • The experience gap and reduced number of available workers in the younger generations
  • The difference between being unable and unwilling to work
  • How to find more prospective employees
  • And more!

Resources:

Connect with Chris Czarnik:

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About Our Guest:

Chris Czarnik is an award-winning national career search expert with more than 12 years of job search training and motivational speaking experience. He created and refined the innovative approach to job search, known as The Human Search Engine® by working with thousands of job seekers over more than a decade. Chris is a leading adjunct career search instructor for the 5th largest research university in the nation, as well as many colleges and universities across the country. Chris’ process was introduced to the 113th United States Congress as a national job search and Workforce Development model. Chris currently works with Workforce Development centers across the nation to reform the way people find new jobs.

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Private Equity Investing 101 — Part 2 with Christopher Graham (Ep.105)

Private Equity Investing 101 — Part 2 with Christopher Graham (Ep.105)

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Ready to continue learning about private equity investing?

Welcome back! 

In this episode, John and Michael Parise are joined by returning guest Christopher Graham, the founder and CEO of Crown Capital Investments. 

The last conversation covered how private equity works, what investors should look at, and how it’s structured. 

This time, Christopher continues the lesson, covering what sort of questions investors should ask fund managers, his evaluation process, and how he’s continuing to improve his fund’s processes.

Christopher discusses:

  • What type of questions investors should ask fund managers and advisors about recommendations they receive in the private equity space
  • How he evaluates companies to decide if they’re a good investment
  • How far AI has gotten in the industry, and where it has room to improve
  • The benefits of private credit versus private equity
  • How much risk he would put into a private placement life insurance (PPLI) investment strategy
  • What he’s doing to continue to improve his fund
  • And more!

Resources

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About Our Guest: 

Christopher Graham founded Crown Capital in 2014. He leads investment and capital-raising activities and provides strategic and operational support to management teams across the portfolio. 

Prior to Crown, he founded The Private Client Law Group, which focused on tax, business, and asset protection for ultra-high-net-worth family offices. As a Family Office Advisor, Chris advised and directed billions of dollars in the alternative investments space globally. Chris was named to the Georgia Super Lawyers Listing for over a decade and rated as a Five Star Wealth Manager. 

Chris holds a BBA in Accounting from the University of Michigan and a JD from Wake Forest University. He is a member of the American Mensa IQ Society, Beta Alpha Psi national honor accounting society, and the Georgia and North Carolina state bars.

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Private Equity Investing 101 — Part 1 with Christopher Graham (Ep. 104)

Private Equity Investing 101 — Part 1 with Christopher Graham (Ep. 104)

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It may be tempting to get into the world of private equity investing, but it’s important to get the basics under your belt first.

In this episode, John and Michael Parise bring on Christopher Graham, the founder, CEO, and CIO of Crown Capital Investments, to teach you how private equity works, what investors should look at, and how it’s structured.

Chris discusses:

  • How to access the private equity and alternative investment world
  • His investment thesis and why he doesn’t look at venture capital
  • The risk and reward components of private investments
  • Whether or not accredited investor standard regulations should be changed (making it more accessible to the average investor)
  • The structures of SPAC investments
  • The difference between typical private equity funds and the Berkshire model
  • And more!

Connect with Christopher Graham:

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About Our Guest: 

Christopher Graham founded Crown Capital in 2014. He leads investment and capital-raising activities and provides strategic and operational support to management teams across the portfolio. 

Prior to Crown, he founded The Private Client Law Group, which focused on tax, business, and asset protection for ultra-high-net-worth family offices. As a Family Office Advisor, Chris advised and directed billions of dollars in the alternative investments space globally. Chris was named to the Georgia Super Lawyers Listing for over a decade and rated as a Five Star Wealth Manager. 

Chris holds a BBA in Accounting from the University of Michigan and a JD from Wake Forest University. He is a member of the American Mensa IQ Society, Beta Alpha Psi national honor accounting society, and the Georgia and North Carolina state bars.

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Turning Risk Into Opportunity Via Enterprise Risk Management with Kyle Hanson (Ep. 103)

Turning Risk Into Opportunity Via Enterprise Risk Management with Kyle Hanson (Ep. 103)

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You can protect your business against risks while also leveraging them as opportunities for growth.

In this episode, John and Michael Parise are joined by Kyle Hanson, the director of business development at Madison Insurance Group, to talk about enterprise risk management.  

Kyle unveils the firm’s application of SWOT analysis to enterprise risk management while sharing client case studies, highlighting the various risk coverages available.

John, Michael, and Kyle discuss:

  • What’s enterprise risk management, and how it differs from basic risk management
  • How risk can be positive (not just a threat) in a SWOT analysis
  • How Madison Insurance Group integrates strengths, weaknesses, opportunities, and threats (SWOT) into the enterprise risk management they do for clients
  • Some of the different risk coverages Madison Insurance Group offers
  • And more!

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About Our Guest: 

Kyle Hanson is a Director of Business Development who works in close collaboration with the Director and President, Mark Sims, to strategize, organize, and execute new business development and public relations activities. 

With over a decade of public speaking experience and an accomplished academic background, Kyle is a sought-after conference presenter and a former column editor for the American Choral Directors Association’s national journal. 

Before joining MIG, Kyle honed his skills in non-profit development through an internship at the Indianapolis Symphony Orchestra and a clinical workshop in artistic development at the Baltimore Symphony Orchestra. 

Kyle holds a High Distinction degree from Indiana University Jacobs School of Music and two additional Masters degrees from Bowling Green State University and Indiana University.

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Here’s How Copper Beech Helps Business Owners Plan For Generational Wealth (Ep. 102)

Here’s How Copper Beech Helps Business Owners Plan For Generational Wealth (Ep. 102)

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Today’s topic is pertinent to business owners. If you’re grappling with unique financial challenges related to entrepreneurship and business ownership, this episode is for you.

This week, John and Michael Parise explore a case study about a client who owns a business. They provide a detailed walkthrough of their process from start to finish while detailing how they helped the client gain a generational wealth mindset by emphasizing education around how he thought about his finances.

John and Michael discuss:

  • The three key areas the client wanted to focus on and sought help from Copper Beech
  • Copper Beech’s approach to managing wealth for future generations (long-term instead of short-term planning)
  • Why family meetings were critical to the planning process
  • The recommendations their client’s family implemented and why
  • And more!

Resources:

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Shifting How We Work To Transform The Way We Live — Part 2 with Joe Mechlinski (Ep. 101)

Shifting How We Work To Transform The Way We Live — Part 2 with Joe Mechlinski (Ep. 101)

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It’s no secret that the hybrid working environment has evolved.

So, how can companies make sure their employees are bringing their A-game and representing their values without scheduling yet another Zoom meeting? 

In this episode, John and Michael Parise continue their conversation with Joe Mechlinski, the CEO of SHIFT.

This time, Joe unveils the challenges that business leaders are facing in today’s work environment. Listen in and learn more about what SHIFT does and its role in helping executives improve their team’s communication, work culture, and employee engagement.

Joe discusses:

  • The size of the companies and teams that SHIFT helps
  • Why asynchronous collaboration is the solution for a happy hybrid work environment
  • SHIFT’s approach to helping strengthen a firm’s work culture
  • Ways a company can start working with SHIFT
  • The importance of taking care of your employees and giving them what they need to bring their best selves to work
  • And more!

Resources:

Connect with Joe Mechlinski:

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About Our Guest: 

Joe Mechlinski is a bestselling author, speaker, and social entrepreneur who helps organizations build engaged, mission-driven cultures. He challenges business leaders to strategically approach talent acquisition, development, and retention. Joe founded four businesses, each with varying degrees of success, which provided him with valuable insights and hands-on experience. At 23, Joe established SHIFT, a collective of businesses that revolutionized workforce engagement.

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Celebrating 100 Episodes of The Truth About Wealth

Celebrating 100 Episodes of The Truth About Wealth

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John and Michael Parise have made it to 100 episodes!

And this week’s release is all about celebrating this achievement with you! Listen in as John and Michael celebrate their 100th episode by reflecting on their podcasting experiences. Together, they share some stories, reminisce about past episodes, and reveal their favorite moments as podcasters.

John and Michael discuss:

  • The beginnings of The Truth About Wealth Podcast
  • How their holistic family approach has let them help families build generational wealth
  • Instances where their show has helped both clients and strangers alike with their family wealth
  • Podcasting and annual symposiums as the resources they use to help families 
  • Some of the most educational and memorable episodes they have recorded
  • And more!

Resources:

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