Heirloom Desk
Warm interior

What participants say

Words from parents
who have been through it.

These are accounts from parents who have completed Heirloom Desk programmes. Their situations varied; their experience of the work is theirs alone.

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340+

Participants

4.8

Average rating

94%

Would recommend

6

Years running

Participant experiences

"I had been telling myself for two years that I needed to talk to my son about money. After the first module, I understood why it had felt so hard — and why I had been approaching it in a way that was almost designed to fail. It was not a comfortable realisation, but it was a useful one."

SW

Sandra W.

Wan Chai · Course 1 · March 2025

"The section on gifts and loans was the part I had not expected to find so useful. We had been doing things informally for years with our daughter and had not really thought through what those arrangements communicated. The course gave us a language for that — and a way to revisit it with her."

RK

Robert K.

Kowloon Tong · Course 2 · February 2025

"I was expecting it to be more theoretical than it was. What I got was practical and specific — particular phrases, particular situations. I have used the conversation cards several times since the course ended. My husband did the same programme in a different cohort and we found it changed how we talked to each other about these topics too, not just our children."

LM

Linda M.

Mid-Levels · Course 2 · January 2025

"The ten-week programme is long, but it earns that length. The topics at the end — estate planning, care arrangements — are not things you can rush. Having ten weeks to arrive at them, rather than confronting them at session one, made a real difference to how I felt about raising them at home."

PC

Philip C.

Happy Valley · Course 3 · December 2024

"What I valued most was hearing from other parents in the group. Everyone had different circumstances but similar anxieties. It made the whole subject feel less like something wrong with our family and more like something most families are working out quietly on their own — without much help."

AY

Angela Y.

Sheung Wan · Course 1 · January 2025

"My adult children are 28 and 33 — very different situations. The course helped me see that I had been treating them as though they were at the same life stage, which they obviously are not. Small insight, but it changed a lot practically. I approached each of them differently afterwards and it went better than it had in years."

DT

David T.

Pok Fu Lam · Course 1 · February 2025

A few case studies

Composite accounts drawn from participant experiences, shared with permission. Identifying details have been changed.

Challenge

A mother in her late 50s had a daughter working in financial services who deflected every money conversation. The daughter's professional fluency with finance had, paradoxically, made the personal conversations harder to have.

What changed

Through the six-week programme, she recognised that she had been raising financial topics as problems requiring solutions — triggering her daughter's professional mode. She learned to frame conversations differently: around her own position, not her daughter's advice.

Outcome

Within three months of completing the programme, she and her daughter had had two substantive conversations about the family's longer-term planning — the first in years. The daughter later noted that her mother "seemed to be talking about it differently."

"The shift was smaller than I expected — which made it more believable. I did not have a breakthrough. I just stopped making the same mistake."

Participant, Course 2

Challenge

A couple in their early 60s had never spoken openly about their estate arrangements with their three adult children. They worried about triggering resentment, particularly around an unequal distribution they had decided upon years earlier.

What changed

The ten-week programme helped them sequence the conversations — addressing the reasoning behind their decisions before revealing the specifics. They also held their first family meeting, which gave the children space to ask questions they had long held back.

Outcome

The anticipated resentment did not materialise. One child expressed surprise; another said it was a relief. The couple described the process as "overdue but not as difficult as we imagined — because we had prepared for it rather than dreaded it."

"We had been avoiding a conversation we thought would damage things. It turned out it was the avoidance that had been doing the damage."

Participant, Course 3

Credentials and affiliations

HK Family Education Forum

Featured practitioner for two consecutive years, 2023 and 2024. Selected for contribution to family financial education in Hong Kong.

Asia-Pacific Adult Education Network

Member organisation since 2020. Our facilitators hold memberships as individual practitioners.

Ongoing research

Our lead researcher contributes to peer-reviewed work in intergenerational financial communication in Chinese-heritage families.

Ready to see whether this might be useful for you?

A short initial conversation is the natural starting point. We will not pressure you into anything.

+852 3247 5981 [email protected]