We want to understand how you and every generation of your family see and talk about inheritance, family stories and connection.

of people say family stories, values and life lessons matter more to them than the money, and yet there is no inheritance plan in place for any of it.

How much a child knows about their family’s story was the single best predictor Duke and Fivush found of that child’s emotional health and resilience. We think that matters in a world where our children are said to be the most anxious and depressed generation in history.

of wealth transfers fail for reasons that have nothing to do with the paperwork. Ninety per cent of transfers fail, and only three per cent of those failures are legal or tax error. The rest happens inside the family, where trust and communication break down, heirs are not prepared, and there is no shared sense of what any of it was for.