The following are resources by category – many could fit in multiple categories so be sure to read through the entire list. This will always be a working list… check back for updates.


What I Really Want my Children to Know About Money

Reid Murchison

Navigating the Dark Side of Wealth: A Life Guide for Inheritors

Thayer Willis

Beyond Gold: True Wealth for Inheritors

Thayer Willis

Prenups for Lovers: A Romantic Guide to Prenuptial Agreements

Arlene Dubin

Generation Impact: How Next Gen Donors are Revolutionizing Giving

Sharna Goldseker and Michael Moody


Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way

Coventry Edwards-Pitt

Silver Spoon Kids: How Successful Parents Raise Responsible Children

Eileen and Jon Gallo

The Price of Privilege: How Parental Pressure and Material Advantage Are Creating A Generation of Disconnected and Unhappy Kids

Madeline Levine

Kids, Wealth, and Consequences: Ensuring a Responsible Financial Future for the Next Generation

Richard Morris

Financial Literacy

Raising Financially Fit Kids

Jolene Godfrey and Kit Hinrichs

Get a Financial Life: Personal Finance in Your Twenties and Thirties

Beth Kobliner

The Elements of Investing

Burton Malkiel and Charles Ellis

The Complete Idiot’s Guide to Money for Teens

Susan Shelley

Complete Guide to Personal Finance for Teenagers and College Students

Tamsen Butler

Multi-Generation Families

Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values

Roy Williams and Vic Preisser

Family Dynamics & the Impact of Wealth podcast

Ginni Galicinao

Releasing the Potential of the Rising Generation: How Long-Lasting Family Enterprises Prepare Their Successors

Dennis Jaffe

Family: The Compact Among Generations

James Hughes Jr.

Stewardship in Your Family Enterprise: Developing Responsible Family Leadership Across Generations

Dennis Jaffee, Ph.D.

The Legacy Family: The Definitive Guide to Creating a Successful Multigenerational Family

Lee Hausner and Douglas Freeman

Beating the Midras Curse

Perry Cochell and Rodney Zeeb

Family Wealth – Keeping it in the Family: How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations

James Hughes Jr.

Family Meetings: Creating fun, meaningful conversations…beyond the money

Vic Preisser

Bridging Generations: Transitioning Family Wealth and Values for a Sustainable Legacy

Amy Castoro and Roy Williams

Estate Planning

Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators

Hartley Goldstone, James Hughes Jr., and Keith Whitaker

Entrusted: Building a Legacy That Lasts

Andrew Howell and David York

Business (Family Business & First Generation Wealth Creators)

Engaged Ownership: A Guide for Owners of Family Businesses

Amelia Renkert-Thomas and Kenneth McCracken

Sudden Money: Managing A Financial Windfall

Susan Bradley

Family Wealth Transition Planning: Advising Families with Small Business

Bonnie Brown Hartley and Gwendolyn Griffith