July 28, 2017Family Business Consulting, Family Wealth Consulting, Wealth Psychology Consulting

Last week I was in Colorado presenting at the Annual Rendezvous of the Purposeful Planning Institute . This is a great organization where a wide variety of professionals meet to develop and share best practices for enlightened planning around the broadest definition of wealth (way more than money). My colleague and friend Kristen Heaney and I developed a breakout session about wealthism. Joanie Bronfman originally coined the term “wealthism” in her 1987 doctoral dissertation at Brandeis University; Merriam-Webster defines an “ism” as, “an oppressive and especially discriminatory attitude or Read more »