Download - Episode 2 – Copper Beech is a Family Office

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The Truth About Wealth

Business:Investing

Episode 2 – Copper Beech is a Family Office

2019-03-13

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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 …