Episode 2 – Copper Beech is a Family Office

The Truth About Wealth

English - March 13, 2019 09:00 - 28 minutes - 45.6 MB - ★★★★★ - 14 ratings
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Previous Episode: Episode 1 – Meet John and Michael Parise of Copper Beech Financial Group

Next Episode: Episode 3 – Audits Don’t Need to Be Scary

Copper Beech Financial Group provides a specialized service for their clients. Specifically, they take on the role of ‘family CFO’ to provide multi-generational financial planning for high-income families. In this episode, you will hear about the discovery process for prospective clients at Copper Beech Financial Group, and the ins and outs of the ‘family office …