The Learning Family
An approach to family development
Authored by Merrill Center for Family Wealth ™
Families that succeed for multiple generations are rare. Those that flourish typically show an evolving capacity to learn — with a family culture that supports ongoing growth and development through changing times. To achieve this success, it’s important to consider the beliefs and practices these families embrace.
At the Merrill Center for Family Wealth™, we understand that every family is different. Yet, our experiences with many families we counsel have led us to uncover common patterns of success. Our new whitepaper, The learning family: An approach to family development, discusses the four dimensions of well-being in families: financial, personal, collective and social. The piece also outlines core commitments and key expectations of learning families, which lead to resilience — and are fundamental to thriving over time. You’ll also find questions to help start a family conversation.
If you’d like to explore how your family can put these ideas into practice, contact your Merrill private wealth advisor, who can connect you with the Merrill Center for Family Wealth™.
If a younger family member will soon be inheriting wealth, the Merrill Center for Family Wealth™ can facilitate discussions and provide resources that empower your loved one to embrace their new role.
A private wealth advisor can help you get started.
Explore more of our latest thinking
Practical ideas to engage the rising generation
How can families thoughtfully engage in conversations about wealth
When your children become teenagers, what now