Contemporary Wisdom on Wealth

Enough, John C. Bogle. A thoughtful series of reflections about money, values, and living a good life, by the creator of the first index mutual fund and late founder of the Vanguard Mutual Fund Group.

Wealth in Families, Charles Collier. A rare combination of searching and practical, this book by the former senior philanthropic advisor at Harvard explores how wealth affects families, their values, and their giving.

Generation Impact, Sharna Goldseker and Michael Moody. An anecdote-rich overview of the changing currents in Next Gen philanthropy.

Seven Stages of Money Maturity, George Kinder. A searching financial memoir that combined Buddhist teaching, self-reflection, and investment insight.

Strangers in Paradise: How Families Adapt to Wealth Across Generations, James Grubman. A unique perspective, drawn from the author’s experience, of the ways in which the adaptation to new wealth is like the immigrant experience.

Our work serves families facing significant transitions.

Their challenges are at once unique and universal.