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Family Wealth Conversations

What are your greatest concerns about the transfer of wealth in your family from one generation to the next?

What worries you the most about your children inheriting money, or sharing information about what is coming their way?

Have you asked your children what information would be helpful in understanding the family wealth picture, while knowing that information about their future doesn’t necessarily mean sharing every detail about your wealth?

Communicating about family wealth is a dynamic, often difficult topic to broach. The attached information from Legacy Capitals can help with when to have the conversation. Healthy conversations help facilitate financial literacy, and help prepare the next generation, whether they are young or adult children. 

Family Wealth Conversations


Source: Legacy Capitals. The opinions expressed in the linked article are those of the author, and do not purport to reflect the opinions or views of CPWM, LLC, its affiliates, or any of their respective employees. Full disclaimer found here.