Guiding Family Conversations Across Generations
We offer a workbook to help family conversations in advance of the transfer of assets.
1. Knowing the history of how predecessors worked to build family wealth.
2. Familiarizing beneficiaries with the estate plan & how it will impact them
3. Understanding future roles & responsibilities
4. Distribution of keepsakes, art & collectibles
5. Funding of travel to develop fresh perspectives & a sense of adventure
6. Preparation for medical emergencies & unexpected diagnosis
7. A family charitable giving program to foster gratitude & generosity
8. Values the family has discovered it shares & wants to pass to future generations
9. Getting the most from each family’s professional advisors
10. Preparing family members for financial leadership & younger members to take over
Topics are often considered helpful in supporting the retention of wealth.
