Family Decision Making Snapshot

Clarify which conversations are most needed, and how you might support your family in addressing them. About ten minutes, private, and free.

There are no right or wrong answers. Answer for yourself, as honestly as you can.

This is a conversation tool, not legal, financial, or mental health advice. Your answers go only to Generations Aligned. We won't share them with anyone, including your advisor, unless you give permission at the end.

About you

So we can send your results and understand your situation.

First name Email

What decisions are on your mind?

Choose one to three.

A shared cabin, lake home, farm, or land

The family business

Caring for an aging parent

Inheritance or estate plans

Family giving or philanthropy

Helping a family member through a hard time

Something else

Your place in this decision

I'm one of the people who will decide

I'll be affected, but I'm not a decision-maker

I'm a spouse or partner of a family member

I'm not sure

How many family members are part of this decision?

2 to 3

4 to 7

8 or more

How did you hear about this snapshot?

My financial advisor, attorney, or CPA

A guide from Generations Aligned

A family member

A talk or event

Other

Advisor's name (optional)

The ten conversations

For each conversation, choose what fits your family best right now.

What matters most

Which conversations feel most important, or most avoided?

Choose up to three.

How hard conversations go

Every approach has strengths and weaknesses. None is the right answer.

When a hard, complex, or contentious topic comes up, what do you usually do?

Smooth it over. I try to keep the peace and avoid upsetting anyone.

Step back. I need time, or I'd rather not get into it.

Speak up directly. I say what I think, plainly.

Find the middle. I look for a compromise everyone can live with.

Work it through. I want to dig in until we understand each other.

How does your family tend to handle hard, complex, or contentious topics as a group?

Smooth it over. We keep the peace and avoid upsetting anyone.

Step back. We don't get into it as a group; it gets discussed privately, in pairs or small groups.

Speak up directly. We say what we think, plainly and quickly.

Find the middle. We look for a compromise everyone can live with.

Work it through. We dig in, listen, debate, and find a path everyone respects.

When your family makes a decision, how often does everyone genuinely support it?

Usually

Sometimes

Rarely

I don't know

Are there topics your family avoids?

No

A few

Yes, important ones

Strengths and roles

What strengths does your family bring to complex conversations?

Choose up to three.

Which roles do you often play in your family?

Choose up to two.

In your own words

Optional, but it helps us respond to you personally.

What worries you most about this decision? What would you most like to see happen?

Would you like to talk through your results?

A free 30-minute conversation with Matt or Polina.

Yes, I'd welcome a call

Maybe later

No thanks