One family’s journey toward responsible prenuptial planning.

Initial hesitations and sensitivities.

When the Anderson family initially approached the topic of prenuptial agreements, they did so with caution. While prenups are common, the family's financial advisor noted that the process can be uncomfortable. The Andersons' son and his fiancée were reluctant, a hesitation that reflects broader cultural and emotional complexities around financial transparency and marital planning.

Strategic engagement and education.

Recognizing the need for thoughtful engagement, the Anderson’s advisor took a proactive approach and brought in a subject matter expert, the team’s Senior Wealth Strategist. She shared personal insights and framed prenups as tools for fostering trust, transparency, and mutual respect. She emphasized that these agreements are not just financial instruments. They’re also a means for couples to discuss values, roles, and expectations—much like what happens in premarital counseling. The strategist’s communications highlighted the emotional and practical benefits of prenups, positioning them as protective and empowering for both parties.

Family conversations and legal support.

The Anderson’s son and his fiancée met with the strategist to review assets and trusts. They were encouraged to explore books like “The Marriage- Friendly Prenup” and “The Generous Prenup” as well as interactive tools like “Fair Play.” The couple agreed to move forward with the prenup process, and the Anderson’s retained legal representation for their son. The attorney coordinated with the team to prepare the necessary financial schedules.

Laying the groundwork together.

The family’s commitment set the stage for the next phase: organizing logistics and drafting the prenup. In one meeting, the advisory team detailed the process for the couple’s agreement, including gathering financial data and ensuring legal review by counsel for the fiancée. The tone was collaborative, with an emphasis on creating a generous and agreeable prenup.

Strategist’s role results in deeper trust.

The Anderson family’s journey illustrates how initial discomfort around prenuptial agreements can evolve into a responsible and thoughtful process when guided by empathetic advisors and clear communication. By reframing the conversation around values, transparency, and mutual protection, the SEI Private Wealth Management strategist helped the family embrace prenups not as barriers—but as bridges to stronger relationships. She reduced anxiety and fostered open communication, empowering the family to make informed financial decisions and ensuring that all parties felt respected and protected.

Support for sensitive conversations.

The strategist’s approach not only led to a well- structured agreement but also helped build a foundation for ongoing trust and collaboration within the family. By coordinating with legal professionals and staying attuned to the emotional dynamics at play, the strategist demonstrated a commitment to holistic client service. Her personalized guidance boosted the family’s confidence in their planning and in one another. It also reinforced their trust in the advisory team and strengthened that relationship, underscoring the importance of empathetic and comprehensive support.