The Truth About Wealth

The Truth About Wealth


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

June 18, 2025

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:

Connect with John and Michael Parise: