Copper Beach’s Philosophy & Vision (Ep. 126)
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Are you certain your family’s financial future is secure for generations to come?
Understanding the true value of your wealth goes beyond numbers; it’s about creating a lasting legacy.
Today on The Truth About Wealth, John and Michael Parise revisit the foundation of Copper Beech Financial Group, explore the unique concept of a family CFO, and discuss strategies to effectively preserve and transfer wealth from the first to the third generation for 100-year families.
Tune in and gain insights into their holistic approach, which incorporates financial planning, education, and maintaining family values to ensure long-term prosperity and unity.
John and Michael cover:
- The evolution and vision behind Copper Beech Financial Group
- The role and significance of a family CFO
- Creating 100-year family plans and the importance of generational involvement
- Using legacy videos to bridge value gaps between generations
- And more!
Connect with John and Michael Parise: