Tag: Families

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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:

Connect with John and Michael Parise:

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Four Must-Know Mindset Shifts — Part 2 with Aprajita Anand (Ep. 89)

Four Must-Know Mindset Shifts — Part 2 with Aprajita Anand (Ep. 89)

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Having access to tremendous wealth can’t help you control the uncontrollable.

Whether it’s the COVID-19 pandemic or the stock market crash, there are things in life that we have no control over. However, you can change the way you think about problems out of your control. 

This week, John and Michael Parise welcome their returning guest and learning specialist, Aprajita Anand. This time, Aprajita unpacks the four mindset shifts she uses to help and support the girls, children, and families she works with.

Aprajita discusses:

  • How to help youth shift from an external to an internal sense of control
  • Shifting from a fixed mindset to a growth mindset
  • What you should know about extrinsic and intrinsic motivation
  • How socioeconomic circumstances impact families and children and their approach to handling and transferring wealth
  • How mindset shifts can reinforce our learning and growing ability
  • And more!

Resources:

Connect with John and Michael:

Connect with Aprajita Anand:

About  Our Guest:

Aprajita Anand is a learning specialist based in New York City. She graduated from Princeton University with a degree in Art History, a minor in visual arts, and took advanced courses in science and math. She has over a decade of experience working as a private tutor and coach and feels passionate about helping her students.

She works with a limited number of families each academic year, and propels her students to succeed, from elementary school to college, graduate school, and beyond.

Aprajita has a track record of increasing her student’s academic success (e.g. writing, math/science, test preparation); social and cognitive development (e.g. intrinsic love of learning, self-efficacy, confidence); and personal development (e.g. personal life plan, ethical code, leadership development). Her students get on a dramatically better trajectory for lifetime success.



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Episode 58: Approaching Governance Planning – Part 2 – With Jeff Savlov

Episode 58: Approaching Governance Planning – Part 2 – With Jeff Savlov

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By now, you should be knowing that governance is all about helping families stay organized and guided within their business. But where can you get started?

In the second part of this two-part series, John and Michael Parise are joined by returning guest, Blum & Savlov, LLP’s Jeff Savlov.  This time, Jeff takes a deep dive to explain how families can begin and approach governance planning. 

You will learn:

  • The three areas of focus when families are considering governance planning
  • Vision and mission statements as two simple methods of governance 
  • How John and Michael deal with meritocracy and governance planning at Copper Beech 
  • Governance planning as a solution for resistant (or opposing) generations 
  • The role of a family council within the governance process
  • And more!

Listen in and find out the moral and legal components of governance planning!

Resources:

Part 1 | 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 | Simon Senek

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

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

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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