Family System

Where does your family come from?

Your family system is the people behind the wealth — the people, the places, the stories. The point isn't paperwork: it's a conversation with anyone living.

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The people

Names, when they were born, where they were born, and whether they're still living. That's all we need to start.

NameRelationshipBornWhere they were bornLivingAt the tableRemove from your family system
Great grandparents
Grandparents
Parents
You and your siblings
Partner
Children
Chosen family

Who currently needs to be part of this conversation?

The questions

None of these are a form. Each one is a conversation to have with someone living — ask for fifteen minutes, not two, and write down what they say. Your answers save as you type.

Where do we come from?

What was your mother's name, and where was she born? Your father's? And what do you know about your grandparents' names and where they came from?

What's already been handed down — or is expected to be?

Inheritances and hand-offs you know about or anticipate.

What does everyone assume, but no one has said out loud?

The expectations your family runs on that were never agreed to.

What did you learn about money, and what habits came with it?

The beliefs and patterns you inherited along with everything else.