Canonical: https://familywealthwellbeing.org/resources/

Family Wealth & Wellbeing

# Practical resources

Printable conversation prompts, provider questions and an adviser referral checklist to support thoughtful next steps without collecting personal information.

Printable resource

### A family conversation guide: one concern, one useful next step

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 step](https://familywealthwellbeing.org/resources/family-conversation-guide/)

Printable resource

### Questions to ask a therapist or treatment provider

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 provider](https://familywealthwellbeing.org/resources/provider-questions/)

Printable resource

### A family-office referral checklist

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 checklist](https://familywealthwellbeing.org/resources/family-office-referral-checklist/)

These 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.

## For a family conversation

The [family conversation guide](https://familywealthwellbeing.org/resources/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.

## For a first appointment or provider enquiry

The [provider questions](https://familywealthwellbeing.org/resources/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.

## For an adviser arranging support

The [family-office referral checklist](https://familywealthwellbeing.org/resources/family-office-referral-checklist/) clarifies a nonclinical remit, permission and practical coordination. Follow applicable professional procedures and obtain advice where responsibilities are uncertain.

## For urgent concerns

Use [urgent help](https://familywealthwellbeing.org/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.