At the Alchemia Group we are helping our clients think & act differently in regards to their wealth and its impact on thier family - because we know it is more than just numbers and plans, it's the Balance of Art & Science with Pragmatism and Vision.

Notes from the field: Wealth Games (April 5, 2017)

The final takeaway from the Atlanta conference involves the use of games as a way to bring families together and improve their relationship with money and each other. Over the past year or so I’ve been exposed to several very effective ‘games’ for helping families find their shared purpose/values/objectives. My current favorite is attorney David York’s Rivets (see more on it here) Core Values game. I’ve had several families play it and it was a great experience for them. By adding the game element fun rather than work is front and center.

The Wharton School at the University of Pennsylvania offers an online course on Gamification and it’s potential to solve social and business problems (read about it here). In their book For the Win Wharton Professors Kevin Werbach and Dan Hunter reveal how a wide range of companies are successfully using game thinking. It also offers an explanation of when gamifying makes the most sense and presents a six-step framework for using games to work on a variety of issues in a very innovative way.

I’ve found ‘gamification’ useful in several areas of family wealth planning. The Trust Treasure Hunt, for example, is really helpful for beneficiaries as a way to learn about their trust.

Ready to play? Let talk about how games can bring a new energy to dealing with the questions and concerns that swirl around family and wealth.



Notes from the field: Wealth Games (April 5, 2017)