Strategies for intergenerational communication

Posted by Susan Turnbull January 4, 2010 in Blog

I came across a good white paper today published by GenSpring Family Offices, entitled, Breaking the Silence: Helping Clients Discuss Estate Plans with their Families. It offers advisors some good strategies to use with their clients, including questions that explore a client’s  personal  “money history,” each one of which invites a potentially rich response. Of particular relevance to our work is their survey of 25 best practices for families – a number fell into our areas of expertise including under the category of Family Cohesiveness, “family history and culture” and under the category of Trusts and Estates the discipline of “communicating intentions.” That is just what we do.