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Kiplinger
Kiplinger
Business
Elizabeth Chand, Esq.

Should Your Financial Advisor Get Involved in Family Conflicts?

An adult daughter and her father have a disagreement while in a coffee shop looking at a laptop.

We all know a financial advisor will help you and your family plan for your financial future. But naturally, with families come emotions, and with emotions come complexities.

The undeniable reality is that every family has conflict at some point. When you think about your family’s estate plan, existing conflicts can significantly impact how you approach wealth transfer and the roles individuals play within the family enterprise.

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