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Content provided by John Parise and Michael Parise, John Parise, and Michael Parise. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Parise and Michael Parise, John Parise, and Michael Parise or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Here’s Why You Should Create A “Family Investment Club” (Ep. 137)

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Manage episode 489474394 series 2577730
Content provided by John Parise and Michael Parise, John Parise, and Michael Parise. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Parise and Michael Parise, John Parise, and Michael Parise or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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:

  continue reading

137 episodes

Artwork
iconShare
 
Manage episode 489474394 series 2577730
Content provided by John Parise and Michael Parise, John Parise, and Michael Parise. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Parise and Michael Parise, John Parise, and Michael Parise or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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:

  continue reading

137 episodes

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