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
Download PDF
Explore more on:
Generational wealth Running a family office Wealth transfer

Next steps to consider

Client Insight Tool

Go beyond traditional client segmentation to understand where your revenue is coming from with our tailored insights.

Learn more

Client Lifetime Value Calculator

See how much long-term value your potential clients may drive for your firm with our quick and easy tool.

Learn more

Fidelity Alliance Network

Get special access to discounts and offers on curated products and services from top names in the wealth management industry.

Learn more

1139128.1
31271B7DE76A4D6AB2D31BFDA55EAB93