MONEY. It’s still the elephant in every family’s living room. Planning for a family’s future often prompts a total breakdown in communication, causing lasting damage. Statistics show most families fail to successfully transfer assets from one generation to the next, resulting in not only a loss of assets but a loss of family harmony.

The impact that money has on our psyches often makes it difficult to discuss; we shy away from talking about it, often foolishly stymieing communication when we need it most. By overcoming “money taboos,” we can properly plan for our financial future, nurture healthy values across generations, and secure and protect family assets and relationships for years to come.