Dinner Chats

Enjoying a meal together and having an informal conversation is one way to start discussing with your partner the impact you want your wealth to have on you, your family and your community.  To get started, you may want to ask some of the questions below.

Personal

• What new opportunities would you like to explore?
• What major purchases are you considering in the next 18 months? (Purchase or lease of a plane? Building a vacation home?)
• Are you contemplating a career change that would impact our finances?
• What new opportunities would you like to explore?

Your Family

• Who are the people we trust and rely on in our life today?  Why them?
• Who are the people we would like our wealth to impact during our lifetime? (Consider children, grandchildren, family, friends.)
• Is it time to educate our children about our wealth?
• Should we hold a family meeting?
• Are you satisfied with our children’s work ethic?
• Should we involve our children in the family foundation?
• If our children are adults, how do we participate in their lives? 
• Would we want our children to make financial or medical decision on our behalf?  Why or why not?
• Who are the people we trust and rely on in our life today?  Why them?

Your Community

• Are we ready to make a major charitable grant? Why or why not? To what and why?
• Should we establish a giving strategy? What would it look like?
• How much could we give to make an impact?
• Are we ready to make a major charitable grant? Why or why not? To what and why?