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Episode 24 – Outsourced CFO Family Office Services with Copper Beech Financial Group

EPISODE · Oct 4, 2022 · 41 MIN

Episode 24 – Outsourced CFO Family Office Services with Copper Beech Financial Group

from Delivering Direction and Control · host Bridgeford Trust Company

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guests from Copper Beech Financial Group, including John Parise, Managing Partner, and Michael Parise, Supervisory Principal. During their conversation, we learn more about Copper Beech’s mission to help families protect, preserve, and grow their wealth. Copper Beech acts as a family CFO and provides family office services that focus on tax efficiency, asset protection, and family governance and our conversation dives into these services and how the shift of paradigm in which Bridgeford and Copper Beech similarly operate in represents the future of wealth management. We also encourage you to check out Copper Beech’s podcast, “The Truth About Wealth” at https://thetruthaboutwealth.blubrry.net/ as John and Michael guide listeners through eye-opening questions to help discover the truth about their wealth.

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Episode 24 – Outsourced CFO Family Office Services with Copper Beech Financial Group

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