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.
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Embracing the vulnerability of wealth