Episode 24 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder/Chairman of the Board 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 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” as John and Michael guide listeners through eye-opening questions to help discover the truth about their wealth.

You can listen to our latest episode on Bridgeford’s podcast pageSoundCloudiTunesSpotify, and iHeartRadio.

Bridgeford Trust Company’s Delivering Direction and Control podcast was developed to educate, challenge, and inspire listeners. As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before. Check out all of our episodes here: bridgefordtrust.com/podcasts.

If you have questions on any of the topics discussed in this latest episode, don’t hesitate to reach out to us via our contact form or call us at (605) 224-9189.