Copper Beech has coined something they like to call a “family investment club”. It’s a new way to manage generational wealth.
How can you implement it in your family?
John and Michael Parise are exploring how these can be a unique way to unite family members across generations, enhancing financial education and responsibilities while managing family wealth creatively and inclusively.
John and Michael discuss:
<ul>
<li style="font-weight: 400;" aria-level="1">The basics of a Family Investment Club [00:02:44]</li>
<li style="font-weight: 400;" aria-level="1">The importance of generational involvement in family enterprises [00:07:15]</li>
<li style="font-weight: 400;" aria-level="1">Real-life examples of how their family manages multiple business ventures [00:04:42]</li>
<li style="font-weight: 400;" aria-level="1">The role of family meetings in educating and including family members in decision-making [00:18:58]</li>
<li style="font-weight: 400;" aria-level="1">Lessons from a Chicago family&#8217;s philanthropic strategies to keep unity [00:13:47]</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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