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.

0% of families
fail to pass down wealth over three generations1
Young woman in her twenties sitting on a couch beside her mother, both smiling at each other and wrapped in cozy sweaters.
0% of wealth transfers
miscarry due to breakdown of family communication and trust2

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.

Young professional woman sitting at a table holding a pen and smiling as she’s talking about personal finances with the person beside her.

Upcoming events

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.

April 5
Milwaukee, WI

April 18
Sarasota, FL

May 4
Barrington, IL

May 18
Hinsdale, IL

Gain insights on money matters

These informative articles can help

Talking Money with Your Parents: Five life-driven conversations
Young woman with a big smile holding a tablet in a bright office environment.
Young professional man standing outside in front of office tower reading the business section of a newspaper looking like he’s concentrating.

Talking Money with Your Parents: Five life-driven conversations

Read more

Getting Ahead: The Financial Challenges for Generations X and Y

Read more

Millennials: How to Overcome Economic Challenges and Thrive

Read more

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

1 Sullivan, Missy, “Lost Inheritance,” Wall Street Journal, March 8, 2013. 2 Kingsbury and Grubman, “Ensuring Success in Wealth Transfer: Involving and Preparing the Beneficiary,” Investments and Wealth Monitor, 2010.

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