Tag Archives: Family Wealth

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Case Study: Don’t Let Procrastination Hinder Your Generational Estate Planning (Ep. 94)



They say, “an ounce of prevention is worth a pound of cure.”

When families procrastinate with advanced estate planning, it can jeopardize the success of the next generation and their assets.

In this episode of The Truth About Wealth, John and Michael Parise share a case study that illustrates how they’ve been helping one particular family with their estate planning. Listen in as John and Michael describe their process of minimizing generational taxes by 80% and preparing the next generation to inherit the family business.

John and Michael discuss: 

  • Ways Copper Beech approaches this case study and clients focused on estate planning 
  • The estate planning options they suggest for asset protection
  • How families can reduce and protect themselves from estate tax exposure
  • How to effectively prepare the next generation to inherit the family business and/or assets
  • The role of trusts and liquidity when it comes to estate planning
  • And more!

Connect with John and Michael:


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The Emotional Connection To Generational Wealth with Aprajita Anand (Ep. 88)



We’ve all heard the phrase “money can’t buy happiness.”

The COVID-19 pandemic has made the relationship between money and happiness more daunting and adding social media to the mix only complicates the matter.

In this episode of the Trust About Wealth, John and Michael Parise sit down with learning specialist Aprajita Anand. Known as the “Teen Whisperer” to her clients, Aprajita unpacks the empowering and enabling side of money while detailing how the pandemic and social media have impacted families and children. 

Aprajita discusses:

  • Why money can’t cure all problems
  • Ways wealth can impact the relationship we have with our children
  • How the pandemic has affected the way families handle their wealth 
  • The role of parents when it comes to handling and controlling social media
  • The impact of remote learning on children’s social media use
  • The value of resources for families and children 
  • And more!

Connect with John and Michael Parise:

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.