Family Life Stages
Overview
From young adulthood to family formation and end-of-life planning, navigating the various stages of family life brings with it unique challenges for families of wealth. By understanding and proactively preparing for the complex issues and opportunities—including knowing how your money story shapes your financial personality and taking a positive approach to prenuptial agreements—families can be in a better position to move forward over the natural cycle of change.
Curated Resources and Best Practices
For members of the FOX community, the curated resources here are part of the Family Life Stages Toolkit—which includes a brief overview and access link for each listed resource—that can be downloaded for future reference and further review with your family members and trusted advisors.
Personal Finance
- Your Money Story and How it Shapes Your Financial Personality
- Guide to Financial Wellness (plus videos)
- Beyond Budgeting
- College Was Awesome. Now What?
- Best Financial Practices for College Students
- Ten Financial Moves to Make When Your Child Turns 18
- College-Bound Planning and Checklist
- Strengthen Family Bonds and Increase Intergenerational Wealth with a Family Bank
Financial Literacy
- Cultivating Financial EQ to Navigate the Psychology of Family Wealth (podcast)
- Financial Literacy for Kids: Six Ways to Teach Your Child About Money
- School's Always in Session: Brush Up on Your Financial Literacy
- Starting Your Financial Life: A Compilation of Key Concepts and Considerations
Prenuptial and Marriage
- A Brief Guide to Prenups
- 7 Tips to Overcoming Prenup Paralysis
- Five Steps to Consider When Creating a Prenup
- A Positive Approach to the Prenuptial Agreement Discussion
- Navigating Intergenerational on Marriage and Relationships (podcast)
- How to Meet the One in a Digital World (webcast)
- Engaged Healthy, Wealthy & Wise: Lessons from Inheritors and Their Significant Others (event session)
Parenting and Childcare
- Meaningful Moments in Financial Parenting
- When Your Child Turns 18: A Checklist of Legal Documents for Parents and young Adults (plus video)
- Top 10 Ways Parents Can Help Teens Become Safe Drivers
Education Planning
- The 10x10 Learning Roadmap: A Framework to Help Families Flourish (event session)
- The Complete College Application Process Timeline
- The 3 Core Characteristics of Every Good College Essay
- College Interview Guide
- Guide to College Visits
- College Checklists for High School Students
Health and Wellness
- FOX Foresight 2025, A Difficult Transition: Proactive Planning and Support for Aging Principals
- How to Handle Divorce, Widowhood, and Other Life Curveballs (video)
- Estate Planning Documents for Your College-Age Children
- Brain Health with Lisa Genova: Enduring Strategies to Enhance Memory Care (video)
- Is It Forgetfulness or Dementia
- Positively Impacting Wellbeing Across Families and Businesses (webcast)
- Mitigating Intergenerational Risks Through Holistic Family Healthcare (podcast)
- Investing in Family Mental Health (plus webcast)
Travel and Leisure
Aging and Eldercare
- A Checklist: Caring for an Elderly Parent
- Breaking the Silence on Planning for the Future
- Aging in Comfort
- How to Remodel Your Home for Longevity & Design
End-of-Life Planning
Family Life Stages Tools and Templates
- FOX Member Templates include checklists, questionnaires, and worksheets to help families with their end-of-life planning.
- FOX Consulting is available for families seeking tailored advice and solutions to meet their unique needs.
For more expert insights and guidance on other topics of interest, explore the full collection of Resource Toolkits.