Complete Family Wealth, 2nd Edition

Appendix Two: Key Practices for Families During Challenging Times

Introduction

The COVID-19 pandemic, and the effects that it has had on society, markets, families, and individuals, have subjected us all to a storm of different emotions and conflicting information. In this Appendix, we have collected in one place key practices that can help you and your family navigate similarly trying times. While some of these practices are most relevant to families with wealth, many of them apply with or without wealth. We focus on practices for families, but since healthy families are made of up healthy individuals, we will end with several key practices for individuals to navigate challenging times.

Key Practices for Families

Key Practice 1: Being ...