How to Talk with Your Family About Wealth

Overview

For a variety of reasons, Americans tend to be reluctant to discuss the specifics of their wealth—especially with adult children. While there may be discomfort around talking about wealth, there are several good reasons and ways to have these critical conversations. 

For more insights and tips on ways to set the stage for better family communications and lead in a way that can be an enriching experience for everyone, see "Wealth Management is a Family Affair."

Advisor Thinking