Family Culture: Creating a Resilient Family Tree

Overview

Family connectedness, not money, has the greatest influence on multi-generational family continuity. But when many think about legacy, it’s often in the context of multi-generational financial wealth. Money, though, masks what people are really interested in passing to future generations of their family. Money can support the connections, but it is the family culture—the shared goals, an appreciation of shared core values, and collective experiences—that will bind people together and sustain families across generations.

Advisor Thinking