Show notes
Do your kids and grandkids know your family’s legacy?
Make sure they do by creating a video memoir! 
In this episode, John and Michael Parise shed light on the importance of transferring values when transferring wealth to create a lasting legacy.
They go over some of the questions they ask the families they work with when creating video memoirs to pass down their values to future generations while sharing a case study and talking about how modern technology makes capturing these values and family moments on video more convenient.
John and Michael discuss:
- The importance of transferring values when transferring wealth to create a lasting legacy
- Videos as a tool to preserve family history and values
- The convenience modern technology provides for capturing family moments
- Why it’s important to preserve family stories and values for future generations
- A case study: How they helped a family create a video memoir
- The importance of capturing stories from multiple generations
- And more!
Resources:
- Episode 30 – A Family Mission Statement is Key for Your Legacy
- Episode 45 – The Financial and Emotional Components of Legacy Letters
- Episode 1 – Meet John and Michael Parise of Copper Beech Financial Group
- “Family Wealth–Keeping It in the Family: How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations” by James E. Hughes Jr.
Connect with John and Michael Parise: