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