Tag: Wealth Planning

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How to Use Leverage to Create Generation Wealth (Ep. 133)

How to Use Leverage to Create Generation Wealth (Ep. 133)

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How can you create a legacy that spans generations?

Join financial experts John and Michael Parise of Copper Beech Financial Group as they delve into the concept of leveraging assets to build and sustain generational wealth. This episode explores the strategic use of financial instruments like IRA accounts and life insurance to enhance family wealth and legacy planning. Discover how asset leverage can support tax-efficient growth and provide long-term benefits for your family’s financial future.

Key discussion points include:

  • The role of leverage in real estate and other assets to boost family wealth [00:02:40]
  • Leveraging IRA assets for generational wealth goals amid changing tax laws [00:04:33]
  • Strategic gifting and using life insurance for tax-efficient wealth transfer [00:08:00]
  • Creating an estate bank for future generational use and asset protection [00:17:43]
  • Employing business strategies for succession and leveraging corporate assets [00:29:26]
  • And more!

Connect with John and Michael Parise:

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Navigating Family Dynamics With Family Coaching featuring Alex Kirby (Ep. 115)

Navigating Family Dynamics With Family Coaching featuring Alex Kirby (Ep. 115)

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Every strong family is like a winning team, and just like any successful team, they thrive with the guidance of a dedicated coach. 

Alex Kirby, the Founder and CEO of Total Family Management, joins John and Michael Parise to talk about the concept of family coaching. Alex explains how his company helps families improve their dynamics and communication, particularly in the context of wealth management. 

Listen in as Alex emphasizes the importance of values, goals, and a shared vision in family coaching while covering a case study of a family business and the unique, systematic approach of Total Family Management.

Alex, John, and Michael discuss:

  • An introduction to Total Family Management (TFM) and its services
  • The importance of communication and healthy dynamics within families
  • The customization of TFM’s coaching approach based on each family’s needs and objectives
  • The value of approaching difficult conversations gradually
  • How family coaching helps families establish their values and goals across generations
  • And more!

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About Our Guest: 

Alex Kirby is the Founder and CEO of Total Family Management (TFM), a pioneering firm specializing in private virtual family coaching within the wealth management sphere. 

With a distinguished career in leadership development across both large and small companies, Alex brings a wealth of experience to TFM. His vision centers around the concept of families as teams, where the principles of leadership development are applied to create harmonious and prosperous family dynamics. 

TFM’s unique approach spans family governance and family dynamics, making a significant impact on the wealth management landscape. Through TFM, Alex is dedicated to helping families achieve their shared vision and build a strong, cohesive unit.