Tag Archives: Planning

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

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!


Connect with John and Michael Parise:

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

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