The more you know about yourself, the better your relationships will be—including with money. In this issue, we celebrate two people who are harnessing their experiences and expertise to help others understand the emotional side of money. From a conversation with Jennifer Risher on breaking the money taboo, to Stan Treger, a behavioral scientist, using psychology to unpack money stories—this issue shows that exploring your relationship with money can be the first step to taking charge of your wealth.
Resource Search
A family vision statement is rooted in shared values, interests, and goals. Written with a sense of purpose, your statement becomes your guiding principles for the rules and actions of your family members. In this webcast, learn why most successful families develop a shared vision for their future together on the family journey, how they go about it, and what impact it has on their well-being and family relations.
Families who successfully navigate the complexity of wealth through multiple generations tend to do things differently. They recognize the need to establish a framework for decision-making that includes creating foundational documents—also viewed as the “Cornerstone Statement”—that feature their values, vision, and mission for the wealth over many generations. With focused planning and respectful collaboration, you can learn how to create these foundational documents to help your family and future generations achieve a long-lasting and thriving legacy.