What's your money mindset?
The more you understand your own relationship with money, the better you can help your family financially plan for the transfer of wealth.
There are three key skills that can help you pass on wealth responsibly:
Financial Intelligence: the sum of your financial knowledge and skills plus your insight into your money personality and mindset.
Emotional Intelligence: the capability to recognize your own, and other people’s emotions and use emotional information to guide your thinking and behavior.
Family intelligence: the sum of all the financial and non-financial (family history, values and hopes) knowledge of the family.
Learn more about these three key skills at one of our events.
Start the conversation
We’re here to help provide you with the resources and support needed to open the lines of communication about managing wealth.
Our events are designed to help families gain knowledge about how to financially plan to protect their wealth, pass it on and prepare the next generation.
Gain insights on money matters
These informative articles can help
Talking Money with Your Parents: Five life-driven conversations
Getting Ahead: The Financial Challenges for Generations X and Y
Millennials: How to Overcome Economic Challenges and Thrive
3 steps in the right direction:
Be proactive and start the conversation now
Remember, it’s a journey, not a one-time discussion
Get in touch – we’re here to help with events and expertise