Interview questions Mercy is ready to dig into. Copy them, tweak them, or bring your own.
1How does wealth transfer so often become complicated by family dynamics?
2What is missing from a technically sound estate or wealth-transfer plan?
3What does a family systems perspective contribute to inheritance, succession, and legacy conversations?
4How can old family patterns affect decision-making when money, property, or business assets are involved?
5What kinds of communication breakdowns tend to surface when families discuss resources?
6What similarities do you see in family dynamics across very different levels of wealth?
7Where do legal and financial professionals typically run into relational barriers with families?
8How can families begin to talk more honestly about responsibility, expectations, authority, and fairness?
9What has your clinical and family systems work taught you about the emotional side of money?
10How does leadership show up in families during wealth-transfer decisions?