Enjoying a meal together and having an informal conversation is a great way for you to start discussing the impact you want your wealth to have on you, your family and your community. Keep it light, no final answers and no need to take notes. So prepare dinner, set the table and enjoy the food and conversation.
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 your finances?
Your Family:
Who are the people you trust and rely on in your life today? Why them?
Who are the people you would like your wealth to impact during your lifetime? (Consider children, grandchildren, family, friends.)
Is it time to educate your children about your wealth?
Should you hold a family meeting?
Are you satisfied with your children’s work ethic?
Should you involve your children in the family foundation?
If your children are adults, how do you participate in their lives?
Would you want your children to make financial or medical decision on your behalf? Why or why not?
Your Community:
Are you ready to make a major charitable grant? Why or why not? To what and why?
Should you establish a giving strategy? What would it look like?
How much could you give to make an impact?
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