Today’s topic is pertinent to business owners. If you’re grappling with unique financial challenges related to entrepreneurship and business ownership, this episode is for you.

This week, John and Michael Parise explore a case study about a client who owns a business. They provide a detailed walkthrough of their process from start to finish while detailing how they helped the client gain a generational wealth mindset by emphasizing education around how he thought about his finances.

John and Michael discuss:

• The three key areas the client wanted to focus on and sought help from Copper Beech
  
• Copper Beech’s approach to managing wealth for future generations (long-term instead of short-term planning)
  
• Why family meetings were critical to the planning process
  
• The recommendations their client’s family implemented and why
  
• And more!
  

Resources:

• Shifting How We Work To Transform The Way We Live — Part 1 with Joe Mechlinski (Ep. 99)
  
• Madison Insurance Group
  
• Audits Don’t Need to Be Scary (Ep. 3)
  
• The Copper Beech Process Case Study (Ep. 7)
  
• Intentionally Defective Grantor Trust Planning in 2020 (Ep. 42)
  
• Madison Insurance Group
  

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