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Wealth Resources

Visit this page regularly to find the latest news, statistics, events,games and organizations about managing wealth, financial parenting and high net worth lifestyle choices. Click on the selection below that best describes what information that interest you. For additional information click on Reviews and Press Coverage.

Wealth Games

Are you looking for a fun way to teach your kids about finance? Go to our Wealth Games page and you will find all types of games, from board games to simulations, from family games you can play together to internet challenges played around the world.

Wealth Articles

Wealth Statistics

Gallop World Poll Money may correlate with “life satisfaction” but not “enjoyment of life.”
51% of 1,000 respondents (with investable assets of at least $250,000) cited “financial know-how” as the most important life lesson to share with their children,
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Wealth Blogs

Bank of Dad, Dan Kadlec on CBS’s Moneywatch.com
The Big Picture a compendium of what Wall Street money manager Barry Ritholtz is looking at and thinking about.
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Wealth Calculators

Intergenerational Equity Calculator Test how your current spend rate and other variables will impact the amount of assets you will be able to leave your children.
Family Business Growth Calculator Shows how fast your company must grow per year to support your growing family.
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Wealth Events

Wharton Private Wealth Management Program Aug 15-20, Philadelphia, Pennsylvania (co- sponsored by the Institute for Private Investors)
Understanding and Prospecting from the Shifting Sands of Global Transformation, The 11th Annual Family Office Wealth Conference Sept. 26-28, Laguna Beach, California (co-sponsored by Institutional Investor)
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Wealth Networks

CCC Alliance private network of family offices
Family Business Wiki a publicly available resource for family businesses around the world.
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KIDS WEALTH AND CONSEQUENCES

Ensuring a Responsible Financial Future for the Next Generation