Here’s Why You Should Create A “Family Investment Club” (Ep. 137)

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 [00:02:44]
• The importance of generational involvement in family enterprises [00:07:15]
• Real-life examples of how their family manages multiple business ventures [00:04:42]
• The role of family meetings in educating and including family members in decision-making [00:18:58]
• Lessons from a Chicago family’s philanthropic strategies to keep unity [00:13:47]
• 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