John J. Parise

Managing Partner

John Parise has over 32 years of experience in financial planning and wealth management. He is deeply committed to helping families navigate the complexities of generational wealth management, with a focus on keeping families intact and prosperous for generations. John understands the big picture, the interplay between asset protection, tax efficiency, and family governance that are critical to developing a holistic generational family wealth strategy. His family CFO services utilize a family office structure to collaborate with and coordinate the expertise of client's advisors, accountants, attorneys, and other professionals to help protect, preserve, and grow the family's wealth for generations. John works exclusively with owners of privately held companies and affluent and super affluent families with a net worth in excess of $15 million who are family focused. Before forming Copper Beech, John was a leading family wealth strategist at Lincoln Financial's Resource Group, providing a sophisticated level of wealth planning and wealth management solutions to individuals and families of high net worth through intelligent informed dialogue.