This page is gradually being updated. New listings will appear soon.
Family Office Exchange
Family Office Exchange. A clearinghouse for family groups who use proactive strategies to maximize their capital.
Family Office Association
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 seek to meet the challenges of maintaining vigorous multi-generational wealth, the fostering of stewardship in the next generation, and the expansion of a family’s philanthropic legacy.
Around the world families trust GenSpring to invest their money, manage important aspects of their financial lives, and oversee their financial relationships.
More than Money
More than Money explores the impact of wealth and supports acting on one’s highest values. Quarterly newsletter.
Inner Wealth Counselor
Worthy, wealthy, and wise www.WorthyWealthyWise.com
“Teach affluent men and women how to rise above the unique emotional and practical challenges that come with wealth.”
Barbara Stanny, author of Prince Charming Isn’t Coming: How Women Get Smart about Money. Financial education and empowerment for women.
Money, Meaning and Choices Institute
Money, Meaning and Choices Institute helps people find balance between money and time, relationships, and community.
Wealthbridge Partners designs and implements training programs for wealthy families.
Founder of Veritage, in Vancouver, BC. Lombardo’s principal focus is helping business-owning families plan transitions in a way that is good for the business and empowering for all participating family members. Lombardo meets with business-owning families worldwide.
Mediation for Wealthy Families
Judy Barber, Family Money Consultants, 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 the dispute.
Other programs for the wealthy
Ministry of Money
Ministry of Money. A ministry that encourages a Christian relationship to, and use of, money.
Sudden Money Institute
Sudden Money Institute. Wisdom-based and practical solutions to the challenges of sudden wealth.
Summer Institute (www.summer-institute.org)
Summer Institute is an all volunteer-led community of inheritors of wealth
and 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 a safe and broad-minded community for people who have inherited wealth to share their individual experiences while growing and learning from others in an atmosphere of fun and friendship, respect and discovery.
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.
The Redwoods Initiative is a not-for-profit venture focused on family sustainability through wealth education.
Association of Small Foundations
Association of Small Foundations is committed to building and strengthening small-foundation philanthropy.
Council on Foundations
Council on Foundations is a membership association of grantmaking foundations and corporations.
National Center for Family Philanthropy
National Center for Family Philanthropy encourages wealthy families and individuals to create and sustain their philanthropic missions.
National Network of Grantmakers
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
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
Women Donors Network. National organization of women committed to social change through progressive philanthropy.
Bolder Giving’s mission is to inspire and support people to give at their full lifetime potential.
Nicola Janssen, Wealth Counselor, Certified Financial Planner
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 wealth for her clients to develop their own investment approach and competency.
Located in Germany, advises and holds seminars in English, French and German. Telephone counseling is possible +49 421 8975 2215
Dennis Pearne, EdD. Wealth Counselor
Dennis Pearne, EdD. Wealth counselor, consultant, speaker. “Wealth counseling is the art of integrating the wealth into the self.”
Gary Shunk, LCSW, Licenced Clinical Social Worker
Gary Shunk is a specialist in the psychology of inherited wealth.
James Grubman, PhD.
James Grubman, PhD. Psychological services for individuals and organizations.
Olivia Boyce-Abel, certified Mediator. Assists families in preserving family both harmony and family land.
Sally Donaldson, PhD
Sally Donaldson is a psychoanalytically trained psychologist working in private practice with individuals and couples in New York City. She has a professional and personal interest in issues surrounding wealth, and has run short-term groups focused on the concerns of inheritors. firstname.lastname@example.org. 212-375-1816
Jennifer Ladd Consulting
Leadership & money coach, Group facilitator. Northampton, MA.
Thayer Willis. Lic. Clinical Social Work.
Thayer Willis. Lic. Clinical Social Work. Private practice, workshops: “Inherited Wealth and You.” Author of Navigating the Dark Side of Wealth.
Barbara Blouin, Like a Second Mother: Nannies and Housekeepers in the Lives of Wealthy Children, The Inheritance Project/Trio Press, 1999. This book is out of print. However, it can still be found on a few used-book online web sites.
Judy Martel, The Dilemmas of Family Wealth: Insights on Succession, Cohesion, and Legacy, Bloomberg, 2006.
Dennis Pearne, Amy Domini, and Sharon Rich, The Challenges of Wealth: Mastering the Personal and Financial Conflicts, Dow, 1988, dennispearne.com
John L. Levy, Inherited Wealth: Opportunity and Dilemmas, 2008.
Dan Rottenberg, The Inheritor’s Handbook: A Definitive Guide for Beneficiaries, Bloomberg, 1999.
James E. Hughes, Jr., Family Wealth: Keeping it in the Family: How Family Members and their Advisers Preserve Human, Intellectual, and Financial Assets for Generations, Bloomberg, 2004.
James E. Hughes, Jr., Family: The Compact Among Generations, Bloomberg, 2007.
Roy Williams and Vic Preisser, Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values, RDR, 2003.
Eileen Gallo and John Gallo, Silver Spoon Kids: How Successful Parents Raise Responsible Children, Contemporary Books, 2002.
Eileen Gallo and John Gallo, The Financially Intelligent Parent: 8 Steps to Raising Successful, Generous, Responsible Children, NAL Trade, 2005.
Lee Hausner, Successful Parenting for Prosperous Families, Tarcher, 1990.
Ann Perry, The Wise Inheritor: A Guide to Managing, Investing, and Enjoying Your Inheritance, 2003.
Charles W. Collier, Wealth in Families, Harvard University Press, 2002.
Barbara Stanny, Prince Charming Isn’t Coming: How Women Get Smart About Money, 1997.
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 that wealth neither defines a person, nor does it preclude struggle. In the end, family members find both closeness and resolution of wealth-related conundrums.
The One Percent
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 Buffett, MIlton Friedman, Robert Reich, and others.