我知道的一家理财咨询公司,会定期为客户的成年子女举办财富讲座,讲解基本的财务规划理念,并笼统概述这些人的父母和祖父母所做的理财规划类型。这有助于在不谈细节的基础上培养对家庭财富的意识和理解,同时也能在财富转移发生之前,在该咨询公司和较年轻一代之间建立良好关系。
Another way of developing a dialogue about family finances is to have regular structured family financial planning meetings. Many good financial advice firms are happy to provide this service either as part of their core planning service or for a modest additional fee. These meetings are an ideal forum to discuss things like the appointment and role of trustees, guardians, executors and attorneys.
另一种建立家庭财务对话的方式,是定期举行有组织的家庭财务规划会议。很多不错的理财咨询公司都乐意提供这一服务,要么作为他们理财规划核心服务的一部分,要么收取少许额外费用。此类会议是讨论受托人、监护人、遗嘱执行人和律师的委任和角色等事务的理想平台。
At the very least it is a good idea to create a “What to do if we die or get seriously ill” document which summarises who the next generation should contact about various financial issues. Together with a statement setting out what assets you own, this should help your adult children or grandchildren make sense of your financial world, even if you haven’t discussed things beforehand.
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