Curated Content

Purposeful Planning Institute Podcast – Family Rituals and Practices that Set the Stage for Discussions of Enoughness, Generosity, and Purpose at a Young Age, with Sue Schwartzman and John A. Warnick, Esq.

Beyond the Balance Sheet: Building Generational Wealth – How to Empower the Next Generation with Sue Schwartzman, by O’Connor Professional Group

Enterprising Family Podcast: Sue Schwartzman shares how philanthropy is a powerful tool to connect across generations, with Tsitsi Mutendi


Wealth of Wisdom Podcast – The Top 50 Questions Wealthy Families Ask

Two Measly Spots, by Sue Schwartzman and Elaine Gast Fawcett – An award winning illustrated children’s book to open the theme of what is enough to be, to do and to have?

Raising the Baobab, a collection of tools for multigenerational wealth building. Check out the chapter I wrote titled, Tools To Intentionally Grow Your Family’s Human Capital

Raised Healthy, Wealthy, and Wise: Raising Productive and Motivated Children in an Age of Abundance, by Coventry Edwards-Pitt 

Myth of the Silver Spoon: Navigating Family Wealth and Creating an Impactful Life, by Kristen Keffler

How to NOT Ruin Your Kids with Money, by Mark Shiller

10-25 The Science of Motivating Young People, by David Yeager

Borrowed From Your Grandchildren: The Evolution of 100-Year Family Enterprises, by Dennis T. Jaffe

Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask (Wiley Finance), by Tom McCullough

Youth Philanthropy: How to Teach Your Kids to be Charitable Donors, Investors Business Daily- October 30, 2017