Recommended Books

“Life is What You Make It: Find Your Own Path to Fulfillment” by Peter Buffett.

“It Pays to Talk: How to Have the Essential Conversations With Your Family About Money and Investing” by Carrie Schwab-Pomerantz and Charles R. Schwab.

“Family Wealth – Keeping It in the Family: How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations” by James E. Hughes Jr.

“Wealth In Families” by Charles W. Collier, Harvard University.

A Few Favorite Websites

Wealth Matters – A column looking at strategies that the wealthy use to manage not only their money but their overall well-being. Written by Paul Sullivan, Wealth Matters appears every week in the Your Money section of

FamZoo Blog – Full of great ideas and tips to teach your kids good money management skills

Resource Generation – Organizes young people with financial wealth to leverage resources and privilege for social change