What do I actually answer when writing my Letter of Wishes?

Start with your story. Kris Kluver, in The Dysfunctional Family Office, gives a Letter of Wishes template that begins with the founder's origin. Where I started, with a short story on motivation and why you built this wealth. How I built this wealth, a short origin story. Why I'm writing this letter now, including the current motivations and emotions driving the work. From there, the template moves into the harder territory. My greatest fears associated with this wealth and how it may be used. My biggest motivations and hope for how this wealth is used. The order matters. The story comes first because it gives the family context for everything else. The fears and hopes come next because they capture what the founder actually wants the document to do. Most founders skip the story and start with the fears. The result is a letter that reads as control rather than as legacy. The story is what makes the rest land.