Anxiety about wealth's impact often prevents families from discussing the values and intentions behind their financial legacy.

Advisors can step in to ease these concerns, facilitating meaningful conversations about money and its purpose. It's not just about dollars"it's about fostering understanding and alignment.

Open the dialogue, reduce the fear, and help families see wealth as a tool for good.

What steps are you taking to start these conversations? 

Want to dive deeper into these insights?

Listen to the latest episode of the Always On Podcast featuring Dr. Karen Weisgerber and Duncan MacPherson on your favorite podcast provider:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp 
Find Your Channel: paretosys.co/ao_bb