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Family Wealth Legacy Interview Questionnaire:

Words of Wisdom

1. What is your family background? Are there specific cultural traditions that were important to your family? Are there important lessons you learned from your family?

2. If you were asked what makes a successful family, what would you say?

3. We all learn good and bad lessons from our families as we grow up. What were the lessons that stuck with you the most?

4. If you had to choose one quality about each of your immediate family members that you admire most, what would you say about each one?

5. If you could only choose 3 things for your family to remember about you when you’re gone, what would they be?

6. What are the most important family lessons you want to pass on to your children and your grandchildren?


1. What do you think are the most significant changes that have occurred in society during your lifetime?

2. What guiding principles to you live by? Why do you consider them to be important?

3. Do you have any interests or activities that bring you the greatest sense of fulfillment? Do you engage in any activities that you consider more for the greater good than for your own? Why are you drawn to these activities and what do you hope to accomplish with them?

4. Where do you find inspiration or guidance for living a better life?

5. What do you consider the most difficult period of your life, so far? What did you learn from it?


1. What have you learned over the course of your career that you would share with those who come after you?

2. Do you think there is a secret to finding the right career? If so, what is it?

3. Do you believe in people having a true calling?

4. Do you adhere to a specific philosophy when it comes to money? Are you a saver or a spender?

5. If you could go back and choose a different career, what would you choose to do? How would you live your life differently?


1. Are you involved in any community service activities? If so, what are they? Which ones bring you the greatest sense of satisfaction?

2. If you suddenly won the lottery and had an extra $1 million to give to a charity or a cause, what would you do with it? How would you choose the recipient?

Life Lessons

1. Who would you consider to be your most trusted advisor? What is the most valuable piece of advice they ever gave you?

2. From childhood forward, what have been the most significant changes you personally have undergone?

3. What do you consider your greatest success? Why?

4. Is there any area of your life that you consider “unfinished business”? Do you have any concrete plans for finishing these tasks?


1. Do you follow any specific religious or spiritual tradition? Were these traditions learned from childhood or through exploration as an adult?

2. Do your spiritual or religious traditions affect your world view and how you see other people? How you see yourself?

3. Are there specific tenants of your religious or spiritual faith that you want to ensure your children learn and follow?


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