Advisors and Counselors
Barbara Stanny, author of Prince Charming Isn’t Coming: How Women Get Smart about Money. Financial education and empowerment for women.
Dennis Pearne, EdD. Wealth counselor, consultant, speaker. “Wealth counseling is the art of integrating the wealth into the self.”
Dr Sally Donaldson is a psychoanalytically trained psychotherapist with experience in negotiating issues around inherited wealth. 212-375-1816.
Dr. Dennis Pearne is a clinical psychologist. Co-author of The Challenges of Wealth, and author of Wealth Counseling: A Guide for Therapists and Inheritors from The Inheritance Project. Counseling and therapy for the emotional issues arising from both inh
Paul White PhD (in Counseling Psychology) has served many multimillionaire and high-profile business families to develop wealth transfer plans and diminish tension around business succession issues.
Gary Shunk is a specialist in the psychology of inherited wealth.
James Grubman, PhD. Psychological services for individuals and organizations.
Leadership & money coach, Group facilitator. Northampton, MA.
Money, Meaning and Choices Institute helps people find balance between money and time, relationships, and community.
Coaches families and individuals on difficult or conflicting questions around wealth: career and succession planning, ethics and philanthropy, conflict prevention and resolution. As a financial mentor she integrates the emotional and material aspects of
Olivia Boyce-Abel, certified Mediator. Assists families in preserving family both harmony and family land.
Thayer Willis. Lic. Clinical Social Work. Private practice, workshops: “Inherited Wealth and You.” Author of Navigating the Dark Side of Wealth.
Wealthbridge Partners designs and implements training programs for wealthy families.
John L. Levy, Inherited Wealth: Opportunity and Dilemmas, 2008
Dennis Pearne, Amy Domini, and Sharon Rich, The Challenges of Wealth: Mastering the Personal and Financial Conflicts, Dow, 1988
Through interviews and archival footage with members of a wealthy American family, Beyond Greenaway by filmmaker Sue Gilbert unveils a realistic side of American wealth largely hidden from view. By watching this family wrestle with money issues, one sees
This 80-minute documentary focuses on the growing wealth gap in America, as seen through the eyes of filmmaker Jamie Johnson, 27-year-old heir to the Johnson & Johnson pharmaceutical corporation. Includes interviews with Bill Gates Sr., Nicole Buffet
Mediation for Wealthy Families
Preventing litigation is crucial to positive relationships. Words said and accusations made in legal documents are hard to forget. Mediation can resolve disputes when those involved understand that with different perspectives come strong emotions about th
The Family Office Association is a peer-networking group for single family offices and families of wealth that hosts three conferences a year. They are based in Greenwich, Connecticut, but have members from all over the United States and the world. They s
Family Office Exchange. A clearinghouse for family groups who use proactive strategies to maximize their capital.
Around the world families trust GenSpring to invest their money, manage important aspects of their financial lives, and oversee their financial relationships.
Other Programs for the Wealthy
Ministry of Money. A ministry that encourages a Christian relationship to, and use of, money.
The Redwoods Initiative is a not-for-profit venture focused on family sustainability through wealth education.
Sudden Money Institute. Wisdom-based and practical solutions to the challenges of sudden wealth.
Summer Institute is an all volunteer-led community of inheritors of wealth . Wealthand their partners that creates an annual four-day personal growth program to focus on the challenges and opportunities of inherited wealth. It is our intention to provide
Founded in 2003 by Lynne Twist, the Soul of Money Institute is a center for exploring and sharing the best practices, theories, and attitudes that enable people to relate to money and the money culture with greater freedom, power, and effectiveness.
Association of Small Foundations is committed to building and strengthening small-foundation philanthropy.
Bolder Giving’s mission is to inspire and support people to give at their full lifetime potential.
Council on Foundations is a membership association of grantmaking foundations and corporations.
National Center for Family Philanthropy encourages wealthy families and individuals to create and sustain their philanthropic missions.
National Network of Grantmakers. An organization of individuals involved in funding social and economic justice.
Resource Generation. An alliance of young people who support and challenge each other to effect social change.
The Philanthropic Initiative helps donors increase the impact of their philanthropy.
Threshold Foundation is a membership organization that seeks to build a more just, caring, and sustainable world.
Women Donors Network. National organization of women committed to social change through progressive philanthropy.