The Truth About Wealth · 2025-06-18 · 35 min
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!
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