From Taboo to Trust: Why Wealth Conversations Matter

Why is talking about family wealth so important—and why does it feel so difficult? In this episode, Laura Russo, Senior Wealth and Fiduciary Planning Analyst at Wilmington Trust, explores why discussing family wealth is essential and highlights how open communication, a clearly defined family mission statement, a well‑communicated financial plan, and a thoughtful family governance structure can strengthen relationships, align values across generations, and protect your long‑term financial legacy. Gain insights into family wealth management, estate planning, philanthropy, and legacy planning to help normalize money conversations and build a lasting, values‑driven future.