In this episode, Celeste and Kris welcome Jeff Savlov, a family business and wealth consultant, to discuss the intricate dynamics of family values, communication, and wealth management. Jeff introduces an exercise for families to identify their core values and highlights the importance of creating a family mission statement. He also shares his purposeful legacy family project designed to engage young children in meaningful discussions about values and needs. Through compelling anecdotes and practical advice, they discuss the challenges families face in maintaining open communication, particularly about financial matters, and offer tools to foster healthier dynamics.

They also talk about the complexities of fairness in family financial planning, addressing how perceptions of unequal love among siblings can impact relationships. They emphasize that successful wealth management requires honesty and vulnerability, especially when discussing inheritance and estate planning. The episode also touches on the significance of early financial education, humor in family dynamics, and integrating open dialogue into the family culture to mitigate the impact of generational differences.

To learn more about or connect with Jeff, visit: https://blumandsavlov.com/

For more information on Robin Glen, visit: https://RobinGlen.com

To schedule an appt with the Robin Glen team, visit: www.calendly.com/ccmoya

Key Topics Discussed:

• Engaging children in value discussions through the purposeful legacy family project.
• Importance of addressing fairness and perceptions of unequal love in financial matters.
• Integrating open communication about money, death, and healthcare into family culture.
• Anecdotes illustrating children’s wisdom and insights on family needs.
• Role of professionals in resolving family conflicts.
• Tools to facilitate conversations on family values and wealth management.