Membership Organizations
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.
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.
More than Money
More than Money explores the impact of wealth and supports acting on one’s highest values. Quarterly newsletter.
Professional advisors
Barbara Stanny
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
Wealthbridge Partners designs and implements training programs for wealthy families.
Other programs for the wealthy
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.
The Wealth Legacy Group – Lead a Rich Life
We know that even the healthiest relationships are challenged when wealth is a factor. WLG is a team of professionals who specialize in the emotional impact of money on individuals and families. We help clarify personal issues surrounding wealth and provide guidance to resolve them.
The Redwoods Initiative is a not-for-profit venture focused on family sustainability through wealth education.
Philanthropic Organizations
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
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
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.
Wealth Counselors
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.
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.u
Books
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, http:johnllevy.com 2008.
Dan Rottenberg, The Inheritor’s Handbook: A Definitive Guide for Beneficiaries, Bloombery, 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.
Lynne Twist, The Soul of Money: Transforming Your Relationship with Money and Life, WW Norton & Co., 2003. soulofmoney
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.
Documentaries
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.
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.
