WorthNet Partner Advisers: Estate & Legacy Planning
Design Your Plan to Preserve and Grow Generational Wealth with Copper Beech Financial Group
With over 40 years of experience, Copper Beech Financial Group specializes in generational wealth management and family governance for high-net-worth families and ultra-affluent clients. The firm tailors strategies designed to grow wealth today and protect it for generations.
About Copper Beech Financial Group
Your Personalized Guide for Family Wealth Planning
Copper Beech Financial Group brings more than four decades of experience in multi-generational wealth management, specializing in comprehensive financial planning strategies intended to help affluent families build their wealth now and preserve it for future generations. With specialties in crucial areas like tax mitigation, asset protection, wealth transfer, and family governance, Copper Beech prides itself on anticipating and addressing the complex needs of high-net-worth families.
Under the leadership of Founder and Managing Partner John Parise, Copper Beech’s family-office approach integrates multiple disciplines with a single objective: To create a personalized wealth-management plan designed to be powerful enough to span generations.
Serving families with $2 million or more in investable assets, Copper Beech works to maximize wealth to achieve present goals and create financial legacies. Its strategies seek to sidestep the common pitfalls of poor planning while helping build generational prosperity.
With a commitment to personalized service and a deep understanding of generational wealth and family governance challenges, Copper Beech Financial Group helps high-net-worth families develop strategies aimed at creating and preserving wealth for generations.
Meet the Team
Strategic Wealth Solutions Aimed to Preserve Your Legacy
John J. Parise
Your Generational Wealth Partner
As the founder of the Copper Beech Financial Group, John J. Parise brings more than four decades of experience in financial planning and wealth management. He is dedicated to helping families navigate the complexities of generational wealth, focusing on preserving prosperity and unity across generations. Specializing in asset protection, tax efficiency, and family governance, John's goal is to provide long-term financial security. Through his comprehensive family office services, he collaborates with clients’ accountants, attorneys, and advisers to help ensure seamless wealth management. John works with privately held business owners and affluent families, tailoring sophisticated strategies aimed at protecting and growing their wealth for future generations.
Michael J. Parise, Esq.
Family Wealth Strategist
Michael has guided ultra-high-net-worth enterprising families and privately held business owners for over fifteen years. Michael specializes in designing, structuring, and implementing advanced wealth transfer and governance plans for the ultra-high-net-worth families of Copper Beech’s family office platform, working to deliver custom-tailored solutions that meet the family’s generational wealth goals while maintaining intergenerational family harmony. His guidance extends beyond simply the quantitative aspects of wealth, incorporating a holistic approach to family wealth advising. Michael received his undergraduate degree in Ecology, Evolution, and Natural Resources from Rutgers University and his Juris Doctor degree from Rutgers Law School, Camden. He is also a member of the New Jersey and Pennsylvania Bar.