Perspective

Embracing the vulnerability of wealth

Stepping into the vulnerabilities of generational wealth can foster intimacy and family harmony.

Key Takeaways

Families of wealth face common emotional challenges related to their generational wealth experience. They are called the Vulnerability of Wealth.
How you engage with your spouse, children, and parents around the vulnerabilities of wealth determines the level of closeness, harmony, and connection in your family.
Achieving intimacy—and the close relationships, togetherness, and harmony it creates—relies on being vulnerable in conversations about Money→Wealth→Estate Planning.
Defenses to the vulnerability of wealth are a barrier to achieving the intimacy required for closeness and connection.

Get the full white paper

Embracing the vulnerability of wealth

Next steps to consider

Practice Management

Let our proprietary research, industry expertise, and commitment to innovation help transform your practice into a future-ready firm.

Learn more

Fidelity Portfolio Quick Check^®

Analyze, compare, and optimize your investment strategy in minutes with our free on-demand digital portfolio analysis tool.

Learn more

Asset Allocation Research Team (AART)

Access economic, fundamental, and quantitative analysis from our Asset Allocation Research Team.

Learn more

1139128.1

2C1C0C8475834323A8E7F6D717C9232E

Past performance is no guarantee of future results.

Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client’s individual situation and reach out to an investment professional, if applicable.

Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.

Before investing have your client consider the funds', variable investment products', exchange-traded products', or 529 Plans' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, or offering statement containing this information. Have your client read it carefully.

The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term.