Family Wealth Legacy Interview Questionnaire:
Our Legacy

Family and Early Years

1. What were the names of your parents and grandparents? Do you know where they came from? Did they pass on strong cultural traditions to you?

2. What do you think are the most important values you learned from your parents and grandparents?

3. Where are you from? Did you grow up in a small town or a big city or somewhere in between? Do

you think your hometown had any effect on the person you grew up to be?

4. What is the single most important lesson you learned as a child? Do you still carry it with you?

Who was the most important person in teaching you this lesson?

5. Who were the three most influential people in your childhood? How did they influence you? What do you remember most about them?

6. Did you have any life changing experiences in your early life? Describe them. Do you still feel the effects of these experiences as an adult?

Community Involvement

1. Are you actively involved in your community? Are there specific organizations that you feel strongly about? What do they mean to you?

2. Do you feel that one person can really make a difference in not only their community but the world? If so, how?

3. If you could choose three things to be remembered for, what would they be?

Financial Attitudes

1. What value does money have to you?

2. What are your greatest financial worries or fears?

3. What is the most significant lesson you have learned in life about money? What led to your learning this lesson?

4. What do you hope to accomplish with the monetary gifts you pass on to your loved ones?

5. If you could give your heirs one piece of advice about money or financial matters, what would it be?

Remember Me Fondly

1. What do you consider to the three most important relationships you have had in your life? What has each meant to you? What have you learned from each one?

2. What has been your proudest moment?

3. What has been your most gratifying accomplishment?

4. Is there anything you truly want to accomplish before you die that you have not done?

5. Is there any societal change you would like to see before you die?

6. How would you define a life well lived?

7. Do you think some people are more prone to living a good and rewarding life than others? Why?

8. What has been your single greatest challenge in life? Have you conquered it? If so, how?

9. What have you learned from facing your fears or challenges?

10. How do you define “success”?

11. If you could give your children and grandchildren one piece of advice for happiness, what would you tell them?

12. What do you want your family to remember you for? How do you want them to remember you?

13. What do you see as your legacy?

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