Insights

April 29, 2025

Bringing the Next Generation Into Your Financial Planning Discussions

In Estate Planning, Family Needs, Financial Planning, Wealth Strategy

Talking about money can be uncomfortable for many people; it’s taboo in our culture to reveal too much about our finances, often even with those closest to us. Additionally, discussions about money can generate strong emotions, or feel intimidating and overwhelming. But as parents become grandparents, retire, and begin thinking about building their legacy and passing wealth to their heirs, bringing the next generation into the conversation becomes essential.

As financial advisors and wealth managers, we have worked with innumerable families as they plan for the future. In this brief, we offer some ideas to help families invite the younger generation to the financial table and prepare them to become responsible stewards of wealth.

Read and/or download the full brief below.

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