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Suzy's Book

Children are curious, but parents are worried—talking to your children about money might even be harder than talking to them about sex! In Mommy, are we rich?, the authors, pulling from their combined professional careers, share insights into handling this tricky subject beginning at a young age. As people, and parents, they offer warm suggestions and practical tips for handling the tough questions—the kind of questions that children invariably ask. Mommy, are we rich? Provides insight into what these questions might be and helps parents to construct reasonable, positive answers that reinforce their family values.
 
Testimonials:
 
"This book tugs at the heart with its simple yet penetrating insight, questions, and anecdotes…It's a book I'll share with family and friends…clients and colleagues. Refreshing, engaging, and such a help in bringing perspective…don't forget the child's view…as well as down-to-earth practical help to all of us as parents and advisors."
-Amy Braden, Managing Director, JP Morgan Private Bank
 
"I find that many parents are confused about how to talk to younger children about their family's wealth. This book will give parents the confidence they need to start the conversation. The kids, I'm sure, will continue it!"
-Kathryn McCarthy, Rockefeller & Co.
 
"This groundbreaking book addresses an unspoken topic that affects children, adults, and families around the world. It is a societal lesson that teaches adults how to be teachers through the minds and thoughts of children."
-Garry Collins, Asset Alliance
 

Book cover
Empowering the Next Generation of Leaders
 
Start early—"Mommy Are We Rich?" education starts with young children:
 • Teach children to listen and have a voice at family meetings
 • Think about gifts of stock as a learning tool and be prepared to explain at the child's level of understanding
 • Start philanthropy early
 • Teach financial competency as part of an ongoing process—monitor and adjust to develop independent life skills
 
Develop communication skills that allow strategic planning to facilitate:
 • Systems of communication
 • Procedures to resolve conflict
 • Collaboration

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