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Podcast: The Meb Faber Show - Better Investing
Episode: #189 - John Parise - 70% Of Wealth Is Lost In The 3rd Generation
Description: In Episode 189 we welcome our guest, John Parise. John and Meb kick off the conversation with the idea of the family CFO and wealth planning. As John gained experience in financial planning, he investigated the family office model, and he consistently saw a lack of planning. That eventually led him to the foundations that helped him eventually form his firm, Copper Beech.Meb and John then cover to the process of what planning looks like at Copper Beech. John describes the interview, discovery process, and the types of conversations the firm has with families. They then get...