Current Beyond Wealth: Building Family Financial Values That Endure
Negado, Patrick J.
Synopsis "Current Beyond Wealth: Building Family Financial Values That Endure"
You’ve spent a lifetime building your wealth. But have you defined the philosophy that will guide it? Most families have an estate plan. Far fewer have a plan for the values, wisdom, and principles they hope their wealth will carry forward. Estate plans transfer assets. Values transfer wisdom. In Current Beyond Wealth: Building Family Financial Values That Endure, financial advisor and author Patrick J. Negado, ChFC®, RICP®, takes the conversation beyond accumulation, retirement, and inheritance to explore a more personal question: What do you want your wealth to mean? Through real-life stories, practical guidance, and thought-provoking exercises, Current Beyond Wealth explores how families can become more intentional about the purpose of their wealth and better prepare future generations for the responsibility that comes with receiving it. Inside, you’ll explore how to: Define the values and principles you want your wealth to represent Have more meaningful family conversations about money, responsibility, and inheritance Prepare children and grandchildren to become thoughtful stewards rather than passive beneficiaries Think intentionally about generosity, philanthropy, and the purpose of wealth Align financial and estate-planning decisions with what matters most to you Create a Family Financial Philosophy™ that can provide clarity and direction for future generations The book also includes The Current Beyond Wealth Family Financial Philosophy™ Questionnaire, a comprehensive guided exercise designed to help you examine your beliefs about money, family, inheritance, stewardship, and giving—and begin putting your own philosophy into words. The questionnaire specifically leads readers toward developing a written wealth mission statement that can serve as a roadmap for future planning. Whether your family has accumulated modest savings or significant wealth, the challenge is ultimately the same: deciding not only what you want to leave behind, but what you want it to mean. Because money can be inherited. Wisdom must be intentionally passed forward.
