20 Minutes to Clarity | How to Begin the Family Wealth Conversation


20 Minutes to Clarity | How to Begin the Family Wealth Conversation


Jason and Andy discuss the importance of talking to your family about wealth. What it means to you, what challenges and responsibilities accompany it, and what you hope to accomplish with it—can be simultaneously empowering and frightening. Ongoing dialogue allows your family to absorb information, ask questions, and gradually become more comfortable talking about wealth. But often, the first hurdle in having these conversations is identifying the right time to do so.