Show notes
https://youtu.be/IFnSx8u2xVYCopper 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:The basics of a Family Investment Club [The importance of generational involvement in family enterprises [Real-life examples of how their family manages multiple business ventures [The role of family meetings in educating and including family members in decision-making [Lessons from a Chicago family’s philanthropic strategies to keep unity [And more!Connect with John and Michael Parise:856-988-8300Copper Beech Financial GroupLinkedIn: John Parise LinkedIn: Michael Parise LinkedIn: Copper Beech Financial Group, LLCFacebook: Copper Beech Financial Group, LLC

