Family Wealth & Wellbeing
Printable conversation prompts, provider questions and an adviser referral checklist to support thoughtful next steps without collecting personal information.
Printable resource
A printable guide for a safe, nonclinical family conversation, separating observations, interpretations, requests and practical next steps.
Open resource : A family conversation guide: one concern, one useful next stepPrintable resource
A printable checklist for discussing qualifications, assessment, treatment approach, privacy, family involvement, fees, emergencies and follow-up care.
Open resource : Questions to ask a therapist or treatment providerPrintable resource
A printable nonclinical workflow for clarifying a referral request, consent, minimum information, provider scope, privacy and follow-up responsibilities.
Open resource : A family-office referral checklistThese resources turn a broad concern into a more specific question. They are designed to read or print; there are no online submissions, scores or stored answers.
The family conversation guide helps separate observations, interpretations and requests. Use it only when a conversation is safe. It is not a substitute for specialist advice where threats, coercion or abuse may be present.
The provider questions cover qualifications, clinical fit, confidentiality, consent, family involvement, costs and continuity. They can be used when discussing care with any treatment service. They do not determine what treatment you need.
The family-office referral checklist clarifies a nonclinical remit, permission and practical coordination. Follow applicable professional procedures and obtain advice where responsibilities are uncertain.
Use urgent help rather than waiting for a website reply. This publication is not monitored as a crisis service. Do not record identifying information about other people in a worksheet that may be seen by someone who could misuse it.