Are you certain your family&#8217;s financial future is secure for generations to come? 
Understanding the true value of your wealth goes beyond numbers; it&#8217;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:
<ul>
<li style="font-weight: 400;" aria-level="1">The evolution and vision behind Copper Beech Financial Group</li>
<li style="font-weight: 400;" aria-level="1">The role and significance of a family CFO</li>
<li style="font-weight: 400;" aria-level="1">Creating 100-year family plans and the importance of generational involvement</li>
<li style="font-weight: 400;" aria-level="1">Using legacy videos to bridge value gaps between generations</li>
<li style="font-weight: 400;" aria-level="1">And more!</li>
</ul>
Connect with John and Michael Parise:
<ul>
<li style="font-weight: 400;" aria-level="1">856-988-8300</li>
<li style="font-weight: 400;" aria-level="1"><a href="https://copperbeechfg.com/">Copper Beech Financial Group</a></li>
<li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/john-j-parise-ab163518">LinkedIn: John Parise </a></li>
<li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/michael-j-parise">LinkedIn: Michael Parise </a></li>
<li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/copper-beech-financial-group-llc">LinkedIn: Copper Beech Financial Group, LLC</a></li>
<li style="font-weight: 400;" aria-level="1"><a href="https://m.facebook.com/Copper-Beech-Financial-Group-LLC-379946302569498/">Facebook: Copper Beech Financial Group, LLC</a></li>
</ul>

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