Is Your Family Creating Generational Value?

Have you wondered if your family is ready to pass down more than financial assets?

Harmon has seen that families that focus on sharing values—much like his ohana tradition—are far more successful in maintaining long-term harmony. Please take a moment to think about whether your family is organized around the guiding principles needed to create lasting generational value. Keep in mind that this is different from “generational wealth.”

Harmon draws on personal faith and professional experience in writing his new book, Values over Valuables. He has observed that even large, wealthy families can experience conflict without open communication. Where does your family stand regarding multigenerational participation, financial literacy, and lasting legacy?

Please take this five-minute assessment. Based on your responses, we’ll show you some of Harmon’s observations.

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Step 1 of 11

1. My family holds regular meetings to discuss finances, our values, goals, and shared stories.*

We have scheduled meetings at the same time every year.

We try to meet yearly, but it’s never the same time.

We get together for the holidays and try to meet then.

We get together, but it’s never scheduled.

We don’t meet regularly.

2. My family owns a home, land, or other property with strong emotional or family significance.*

We have a family property that is deeply meaningful to us.

We own property that has some sentimental value.

We own property, but it’s primarily practical, not sentimental.

We don’t have any property with strong family meaning.

We don’t own any property.

3. Our family’s decisions are guided by clearly defined values and principles.*

We have clear family values that guide all our decisions.

We believe in values, but our family principles are undefined.

We occasionally make decisions based on values.

We don’t often refer to family values when making decisions.

We don’t have clear family values guiding our decisions.

4. Everyone in my family feels safe and encouraged to share their opinions, thoughts, and concerns.*

Everyone freely expresses their thoughts in my family.

The family leaders feel comfortable sharing their opinions.

We keep to ourselves, but sometimes family members share their thoughts openly.

Because of past conflicts, only a few feel safe expressing themselves.

My family does not encourage open expression.

5. Our family discussions allow us to reflect on our personal dreams, fears, and our family’s future.*

We often have discussions that include personal dreams and fears.

We occasionally discuss our hopes and concerns as a family.

We talk about family matters but not the future. That’s too personal.

We rarely have deep conversations about our dreams.

We don’t have family discussions like this.

6. My family prioritizes teaching financial literacy from an early age.*

Financial literacy has been taught in my family since childhood.

We try to introduce financial lessons to our teenagers.

We discuss financial matters, but it’s not an early priority.

We don’t focus much on financial literacy in our family.

Financial literacy has never been a priority in my family.

7. We have shared financial goals in areas like saving, investing, giving, and resource management.*

My family has well-defined financial goals that we all share.

We mostly agree on financial goals, but not always.

Some family members have shared financial goals. Others don’t.

We rarely talk about or agree on financial goals.

We don’t have shared financial goals in my family.

8. My family has a common understanding of living a purposeful and meaningful life.*

We all agree on what makes a meaningful life.

Most of us have a shared idea.

We talk about meaningful living, but opinions vary.

We rarely talk about what makes life purposeful.

We disagree on what a meaningful life looks like.

9. My family openly discusses important topics like illness, death, and the future care of family members.*

We regularly discuss illness, death, and future care.

We occasionally bring up these topics.

We only talk about these subjects when there is a crisis.

We skirt around these difficult topics.

We completely avoid talking about illness, death, or future care.

10. I can clearly define the values, memories, and lessons that I intend to pass on to future generations.*

I have clearly defined values and lessons to pass on.

I have some values and memories in mind, but not fully defined.

I occasionally think about what I want to pass on.

I haven’t clearly defined what I want to pass on.

I don’t know what I want to pass on to future generations.

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