Do you have a succession plan in place for your family business?  In this episode, Michael Parise shares his personal experience with succession planning as the second generation within his family business.

By now, you should be knowing that governance is all about helping families stay organized and guided within their business. But where can you get started? In the second part of this two-part series, John and Michael Parise are joined by returning gues...

Family governance refers to the structures and processes families use to organize themselves and guide their relationship with their enterprise. In the first part of this two-part series, Jeff Savlov, founder of Blum & Savlov,

The Copper Beech team is going back to the classics in this highlight reel episode! In this episode, John and Michael Parise revisit a series of episodes you must listen to in order to help you gain insight to overcome and solve potential concerns abou...

Annuities can be hugely beneficial for multi-generational planning, but how do you really go about doing that? What are the technical components of including annuities in your plan? In part two of this two-part series, Mike Harris,

The Alliance For Lifetime Income’s Michael R. Harris is all about helping YOU address the risk of outliving your retirement income. In this episode, John and Michael Parise speak with Mike Harris to discover everything Mike has to say about annuities,

Strong leadership is crucial for generational wealth and business transfer. In this episode, John and Michael Parise sit down with their first client guest, CEO and president of American Asphalt Company, Robert Brown.

While Section 1031 of the Tax Code provides tax deferral solutions for the nation’s middle-class, it’s also a helpful tool for economic and job growth. In this episode, John and Michael Parise sit down with Gary Callahan,

Pennsylvania-based public insurance adjusters firm Clarke & Cohen is a 100-year family business that has already reached the fourth generation.  In this episode, John and Michael Parise sit down with public adjuster and the firm’s CEO, Richard Cohen,

Are you in your family’s second or third generation, and interested in learning how to carry on your family’s wealth? In part two of this two part series, John and Michael Parise discuss different considerations second and third generations must have w...