The Truth About Wealth
The Truth About Wealth
John Parise and Michael Parise
Here’s Why You Should Create A “Family Investment Club” (Ep. 137)
34 minutes Posted Jun 18, 2025 at 11:00 am.
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https://youtu.be/IFnSx8u2xVY
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:
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:
856-988-8300
Copper Beech Financial Group
LinkedIn: John Parise 
LinkedIn: Michael Parise 
LinkedIn: Copper Beech Financial Group, LLC
Facebook: Copper Beech Financial Group, LLC