Explore the values, stories, and legacies passed down through your family.
What Am I Inheriting? helps family members reflect on the experiences, events, and messages handed down across generations. By asking questions like: Who are the characters in my family history? What world events shaped their lives? What choices did they make in light of those events?, participants uncover the non-financial legacies that influence their own values, decisions, and sense of identity.

What’s included

• 5 copies of the exercise, allowing multiple participants to reflect simultaneously.
• Structured prompts to guide reflection on family stories, choices, and historical context.
• Encourages writing, discussion, and deeper insight into generational legacies.

Who it’s for

• Families interested in uncovering the values and experiences shaping their generational legacy.
• Advisors facilitating discussions about legacy, values, and family history.
• Individuals seeking personal reflection on inherited lessons and influences.

Use it in practice

• Complete individually or share responses in family discussions.
• Explore how historical events, family stories, and past choices inform current values and decisions.
• Use as a starting point for creating family narratives, mission statements, or legacy planning exercises.

See it in action
Learn how to integrate What Am I Inheriting? into family or advisory sessions at 21/64 Approach Training, where facilitators model techniques for reflection and conversation.