Perspective

Leading indicators of enduring family harmony

Family engagement around financial topics can help predict the future of family relationships.

Key Takeaways

Money→Wealth→Estate Planning is a developmental arena through which all of life passes.
Families sometimes experience negative future outcomes they didn’t realize were brewing, such as surprises, silence, resentment, anger, and strained or even severed communication and relationships.
Leading indicators give families a tool for assessing and reflecting on whether their current approach to navigating Money→Wealth→Estate Planning discussions will foster enduring family harmony.

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Leading indicators of enduring family harmony

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