Wealth Management is a Family Affair

Overview

In "How To Talk With Your Family About Wealth," we discussed the importance of the family conversation when it comes to planning a legacy—and how quickly wealth can be lost when these conversations don’t take place. Yet despite their importance, these discussions can still be difficult, especially if your family doesn’t regularly talk about money. To help make these conversations easier, expert advice and tips are provided on ways to set the stage for better family communications and to lead in a way that can be an enriching experience for everyone.

Advisor Thinking