Thought Provoking Questions for Families

Thought Provoking Questions for Families

How and when should we speak with our children about our wealth, and what messages do we hope to communicate?

How and when should I speak with my parents about their wealth? Should we speak to our children about wealth individually or as a group? Should in-laws be included in conversations about wealth? How are the conversations different if a family business is involved? Should family wealth be divided equally or according to other criteria? What's an appropriate inheritance? How should we talk to our children about pre-nuptial agreements? What's the meaning and purpose of our wealth? What principles--ours, our parents, our grandparents--enabled our family's success? What role has generosity played in our family history? How can our money be used to enhance lives, not only within the family but outside it

as well? If we don't talk to our children about the principles behind our estate plan, will the

conclusions they draw reflect our thinking? What's the meaning and purpose of family? What principles do we want our family to stand for?

PGGNE Annual Conference April 28, 2017 Session 5A ? Mary Moran and Alasdair Halliday

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