Curated Resources
This curated list of trusted resources offers essential insights into family wealth, leadership, governance, and personal growth. Each selection reflects a Wealth 3.0 mindset and supports the development of healthy family learning systems, informed decision-making, and purposeful stewardship across generations.
Trusted Sources
James E. Hughes, Jr. Foundation
Rooted in Jay Hughes’ landmark Five Capitals research, The Foundation is a non-profit organization dedicated to advancing the field of family governance and generational well-being.
Purposeful Planning Institute
Purposeful Planning Institute (PPI) is a nonprofit learning center and professional networking and collaboration platform for advisors and consultants serving families of wealth and families in business. Through PPI programs, gain access to valuable resources and a collaborative community of professionals to transform your practice and client relationships.
James Grubman
Dr. Jim Grubman is an internationally recognized consultant to families of wealth, family enterprises, and the advisors who serve them. His work with clients at many levels of affluence has earned him a global reputation for thought leadership within the field. Whether facilitating a family meeting or training advisors in the complexities of wealth, he draws on his deep knowledge of psychology, family dynamics, and family business, with specialty interests in trusts and estates law and family governance.
Family Office Professional
FO Pro: The Family Office Professional is a service of MLR Media, the creators of Family Business magazine, Directors & Boards and Private Company Director. Through digital platforms, magazines, and events, MLR Media provides public and private company directors, leaders and owners of multigenerational family businesses and C-suite executives with the knowledge and skills to be successful in their roles.
The UHNW Institute
As a nonprofit think tank and learning exchange, The UHNW Institute is elevating the wealth management industry to a new standard so that families and their advisors can foster prosperous and meaningful relationships from one generation to the next.
Family Business Consulting Group
FBCG understands the importance of family businesses and the unique challenges they face. They’ve guided thousands of families around the world to work together to achieve a unified vision and continue on the path to thrive for generations to come.
Family Office Exchange (FOX)
Founded in 1989, FOX was the first membership organization to bring together family members, family office executives, and professional advisors into a trusted and dynamic community fostering priceless collective intelligence and invaluable peer connections.
Podcasts
Sara’s Recommended Reading
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