Here’s Why You Should Create A “Family Investment Club” (Ep. 137)
Jun 18, 2025•35 min
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Episode description
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 …
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