Couchside Conversations

A Family Meeting: Creating Shared Understanding Around Wealth


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56% of Americans say their parents never discussed money with them. In this Couchside Conversations episode, Wealth Advisors Eric Selter, Priscilla Brehm, and Chris Galeski discuss why so many families avoid these conversations... and why they shouldn’t. They highlight how thoughtful family meetings can create shared understanding, reduce uncertainty, and help the next generation prepare for future responsibilities.

Their conversation highlights that successful family meetings aren’t necessarily about delivering lectures or revealing numbers, but rather creating dialogue, sharing values, and helping families align perspectives on how wealth can support what matters most.

Tune in if you're interested in…

* Why most families avoid talking about money, and why that can create bigger problems later
* The three different types of family meetings and when each one makes sense
* Whether parents should share their net worth with their children
* How to talk about inheritance, responsibility, and family values
* Practical ways to prepare the next generation for wealth

...more
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Couchside ConversationsBy Modearn®