top of page

Financial Services: Sensitive Topics such as Death & Finances
What are the complexities of wealth transfer conversations?
Why This Research Matters: Understanding the complexities of wealth transfer conversations between parents and adult children/caretakers is critical, as most families will navigate this sensitive topic at some point. ​
​
Given the emotional weight surrounding discussions of death and finances, insights from this research help organizations provide better resources and guidance to families, ultimately fostering healthier communication and reducing conflict.
bottom of page