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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