Estate plans and trusts handle the numbers. But they often say very little about the emotional legacy, including the elder generation’s personal wishes and expectations. This is where a family fire drill comes in: a structured rehearsal of what will actually happen during a transition, designed to test both the plan on paper and the plan in practice.

At the heart of healthy communication is the ability to navigate disagreements in a healthy and constructive way. Here we offer families who share assets a framework for communicating positively with others by "leading with heart."

No matter the structure of the family enterprise, it’s shaped by the family as much as it is by the business. Advisors need to see the full system of the enterprise to help the business thrive without undermining family harmony.

Understanding the family as a coherent system and exploring how this can lead to greater understanding of a family’s dynamics.

At the heart of healthy communication is the ability to navigate disagreements in a healthy and constructive way. Here we offer families who share assets a framework for communicating positively with others by "leading with heart."

Like forests, families are systems; however, rather than ecosystems, families are emotional systems. A change to one part of the system has ripple effects throughout. FQ provides a framework to interpret relationship dynamics and achieve perspective.