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Are your assets protected?

This question is highly relevant to high-net-worth families and individuals, and it involves delving into emotional topics. In the second part of their mini-series, John and Michael Parise guide you with compassion and expertise through the final three asset protection risks and how to avoid them.

In this episode, you will learn:

• The impact of premature death and spousal remarriage on assets after the passing of the first spouse
• Examples of scenarios in which a prenuptial agreement may not protect all assets
• What incorrect trust planning really is and why it’s critical to choose the right type of trust for your situation
• How to overcome a lack of financial knowledge (and why it’s important)
• About the importance of educating your children and grandchildren in financial literacy  to protect your assets in the long term
• And more!

Tune in now and learn how to protect your assets from three major risks!

Resources:  Copper Beech Financial Group | Using Trusts to Avoid Asset Protection Risks: Part 1

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It’s imperative that high-income families take steps to protect their assets.

In this episode, John and Michael Parise explain how they help clients avoid four asset protection risks, starting with potential lawsuits. It’s time for Juris Doctor Michael to share how he puts his law degree to work at Copper Beech Financial Group.

In this episode, you will learn:

• About the number-one risk for high-income families (lawsuits) and how to use living asset protection
• What an umbrella policy is and what it really does for your money
• How to protect assets in the event of a divorce or separation, especially if there is no prenuptial agreement
• How it’s possible to design trust funds that protect your money for yourself and your children or grandchildren
• What HEMS language is and how it can protect assets from misuse of trust funds
• And more!

Tune in now and learn how to protect your assets from four major risks!

Resources:  CopperBeech Financial Group

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If something were to happen to you tomorrow, what would happen to your business?

This is the first question in John and Michael Parise’s insightful and action-prompting white paper, 10 Eye-Opening Questions to Protect Your Wealth. Today, they explain why this is one of the most important questions you can ask yourself as a business owner.

In this episode, you will learn:

• About the importance of exploring different exit strategies depending on the structure of your business
• What a phantom stock plan is and how it can provide bonuses to key executives in the event of the owner’s passing or the sale of the company
• Why it’s crucial to be aware of your heir’s abilities
• And more!

Tune in now and learn how to protect your business for generations to come!

Resources:  Copper Beech Financial Group | 10 Eye-Opening Questions to Protect Your Wealth

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When you hear “finance” and “audit” in the same sentence, you might feel your stomach flip.

But fear not. Copper Beech Financial Group’s audit process is a very positive tool that can be used to determine the next steps in a client’s wealth journey.

In this episode, you will learn:

• About the steps of the audit process and the 80-90 page report that it generates for potential clients
• The benefits of working with Copper Beech to create the report, and how the audit can help you—even if you choose not to work with the Parises
• How you can use the audit process to save money
• Why Copper Beech strongly values having trust and openness with their clients
• And more!

Tune in now and discover a new way to think about getting audited!

Resources:  Copper Beech Financial Group

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Copper Beech Financial Group provides a specialized service for their clients. Specifically, they take on the role of ‘family CFO’ to provide multi-generational financial planning for high-income families.

In this episode, you will hear about the discovery process for prospective clients at Copper Beech Financial Group, and the ins and outs of the ‘family office platform’ that John and Michael Parise provide for their clients.

In this episode, you will learn:

• What a family office mode looks like, and why it is most suitable for specific clients
• How the Copper Beech team engages existing advisers, accountants, attorneys, and other financial planners in their process, rather than replacing those services
• The timeline of services that Copper Beech provides to its clients
• Why Copper Beech believes in helping families create legacy letters and mission statements for the younger generations
• And more!

Tune in now to learn all about Copper Beech’s specialized multi-generational planning process!

Resources:  Copper Beech Financial Group

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In this inaugural episode of The Truth About Wealth Podcast, you’ll meet John and Michael Parise of Copper Beech Financial Group. This father-son duo works with families in the southern New Jersey-Philadelphia area, offering them supports in their generational financial planning.

In this episode you will learn:

• How John Parise got his start in finance and how it shaped the way that he and his team developed focused strategies in generational financial planning
• Why Copper Beech acts as a CFO for families rather than working in siloed sectors
• How Michael Parise uses his law background to help clients prevent generation-planning problems before they occur
• The financial philosophy of Copper Beech…or rather, philosophies
• That you don’t know what you don’t know—and how Copper Beech can provide you with education and counsel
• Who John and Michael are outside of the office
• And more!

Check out this first episode and get to know John and Michael Parise, the men of Copper Beech Financial Group!

Resources:  Copper Beech Financial Group