While the experience of wealth is an envied one, inheritors of wealth and their partners know that the enjoyment of it is more complex than is readily apparent. Summer Institute is a community of inheritors of wealth and their partners who create an annual personal growth program to focus on the challenges and opportunities of inherited wealth.
RESOURCES
From Bonnie Hillman:
Financially Diverse Relationship Research - Jamie Traeger-Muney at Wealth Legacy Group is currently conducting a research study of couples where the woman has more financial wealth than her male partner. If you or someone you know fits that criteria, you can find an overview of the project here.
The James E. Hughes Foundation - You likely know Jay or know of his work and tremendous contribution to the field. What may be 'new news' to you is the launch of the James E. Hughes Foundation (JEHF). The foundation is committed to advancing the field of family governance and generational well-being. You can learn more about the foundation here, and check out their new sponsored speaking series Authors@Drucker in conjunction with the Global Family Business Institute at the Drucker School of Management.