Tag: Legacy Planning

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Copper Beach’s Philosophy & Vision (Ep. 126)

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:

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Hiring Leadership With Purpose Featuring Max Hansen (Ep. 125)

Hiring Leadership With Purpose Featuring Max Hansen (Ep. 125)

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Do you need help to hire and retain top talent for your business?

In this episode, John and Michael Parise are joined by Max Hansen, CEO and co-founder of Y Scouts, the first-ever purpose-based leadership search firm. Together, they dive into the importance of hiring with purpose and discuss strategies for recruiting and retaining top talent to accelerate business growth and success. 

From aligning values to developing key leaders, they also share valuable insights on how businesses can unlock their full potential through strategic hiring practices.

Talking points include:

  • The concept of Hiring on Purpose and its impact on business success
  • Challenges faced by privately held companies in succession planning and talent retention
  • Strategies for developing a solid management team to increase company value
  • Balancing the need for outside talent with family involvement in closely held businesses
  • And more!

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About Our Guest: 

Max Hansen, co-founder and COO of Y Scouts dedicated the last two decades to providing the best hiring practices in leadership search and consulting. Max was fortunate that his first job after graduating with a Bachelor’s Degree from Northern Arizona in Business Administration was with the Fortune 50 Recruiting firm Allegis Group / Aerotek. This experience gave him a solid foundation for understanding best-in-class business systems and selection processes. 

In January of 2002, Max founded his first recruiting/search firm, Job Brokers, Inc. Together with his team, they went on to hire more than 30,000 people across a wide swath of industries including engineering, manufacturing, education, healthcare, distribution, mining, finance, technology, and apparel. They proudly grew their annual revenues to over $35 million and expanded into other divisions and brands. The most notable being Y Scouts in 2012.

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Preserving Your Family History And Creating A Lasting Legacy (Ep. 110)

Preserving Your Family History And Creating A Lasting Legacy (Ep. 110)

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Do your kids and grandkids know your family’s legacy? 

Make sure they do by creating a video memoir! 🎥

In this episode, John and Michael Parise shed light on the importance of transferring values when transferring wealth to create a lasting legacy. 

They go over some of the questions they ask the families they work with when creating video memoirs to pass down their values to future generations while sharing a case study and talking about how modern technology makes capturing these values and family moments on video more convenient.

John and Michael discuss:

  • The importance of transferring values when transferring wealth to create a lasting legacy
  • Videos as a tool to preserve family history and values
  • The convenience modern technology provides for capturing family moments
  • Why it’s important to preserve family stories and values for future generations
  • A case study: How they helped a family create a video memoir
  • The importance of capturing stories from multiple generations
  • And more!

Resources:

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