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Copper Beech Trust

CBT

Copper Beech Trust

A weekly podcast
Good podcast? Give it some love!
Copper Beech Trust

CBT

Copper Beech Trust

Episodes
Copper Beech Trust

CBT

Copper Beech Trust

A weekly podcast
Good podcast? Give it some love!
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Episodes of Copper Beech Trust

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In Episode 21, We discuss about how to choose the right trustee for my family’s trusts?In this episode, we talk about how wealthy families choose the right trustee for their family’s trusts. This is a very important topic because a family trus
Listeners will gain an understanding how to seize moments to teach their children about money matters and to use the right words as well. 
In this episode, listeners will take some time to reflect on their current work, be it paid or unpaid and to identify the qualities they have applied to contribute to its current stability. 
In this Episode, we talk about the factors to think about for wealthy grandparents who wants to leave behind their wealth for their grandchildren.
Listeners will gain an understanding of friendships when one party is wealthy and how to keep that friendship real and genuine 
In the episode, listeners will have a clearer picture of why they choose their advisor and if they don't have one today, what are some things to look out for
Listeners will gain an understanding about their role and responsibilities as a beneficiary especially if they are one themselves today. 
29 April 2020Communication & Resilience is Key to A Successful Wealth DistributionIn this Episode, we talk why:Having a good and open, and honest communication is Key to A Successful Wealth DistributionHere’s a scenario. A successful an
Listeners will understand what a trustee is and the roles and responsibilities of a trustee. 
Listeners will understand how different group of people view Trust and how it influences the way they speak about them. 
Ep 14 - What do you want to achieve when you give gifts to your child? In this Episode, we talk about the gifts we give to our children in legacy planning. But we also want to ensure that the giving is received well and used well. Our overal
At the end of this podcast, listeners will learn:Why is it difficult for GIVERS to understand and empathise with recipients?And how we can be an empathetic giver when designing our estate planning
At the end of today's episode, you should be able to:Know yourself betterThink twice before gifting
At the end of the podcast, you should be able to:Understand what it means for a family to flourishWhat to do when money is the driving force for the family’s prosperity
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