Love Wisdom Money

⭐⭐⭐⭐⭐

Buddy masterfully redefines what it means to be truly wealthy—not just in terms of money, but in relationships, wisdom, and stewardship.

David R. York

⭐⭐⭐⭐⭐

“Buddy, Your book is a marvel—beautifully crafted, wonderful ideas, and a strain of you that glows through.”

James E Hughes Jr.

Your Wealth is More than Your Money- it's Your Legacy

Money alone doesn’t build lasting wealth. Strong families, shared values, and a clear vision do. LOVE, WISDOM, MONEY is the essential guide for Family Fiduciaries—those who steward wealth with both legal duty and moral responsibility.
This book from Buddy Thomas challenges conventional wisdom and provides a practical, values-driven approach to managing family wealth across generations.

Officially launching Sunday, May 18th!

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Now Available on Kindle

Pre-Order Exclusive

1x Physical Book & 1x E-Book

10 Challenges of Love Wisdom Money

Challenge:

You’re rich, now what? When you think of wealth, you typically think of money. How much emphasis do you put on the aspects of your family wealth far more important than money?
Who are you? What do you want? Only you know what you value as a family leader, and what your vision of your ideal future is. Where would you like to go from here?
What’s love got to do with it? Unconditional love means no strings attached. When was the last time you were challenged to love without reservation? How about next time?
Healthy, wealthy and wise. On a scale from impulsive to thoughtfully compassionate, how would you rate your family leadership style?
Show me the money. What you do with your money is an expression of who your family is, can be, and how you choose to influence the world. What’s your money saying about you?
The Lifestyle Cash Flow Game: How much is enough and what do you do with the rest?
The Portfolio Net Worth Game: Who in your family gets to play, and under what circumstances might they have a say?
The Legacy Estate Game: The way you live your life will be your legacy. How are you passing the baton on a daily basis? Why not settle your estate while you are alive?
The modern family office gamemaster: Whether you call it that or not, you already have a family office. Who is responsible for the way it works?
Game on! You are your family’s agent of gradual and successful family wealth change in the face of life’s relentless uncertainties. What is your plan?

You’re rich, now what? When you think of wealth, you typically think of money. How much emphasis do you put on the aspects of your family wealth far more important than money?
Who are you? What do you want? Only you know what you value as a family leader, and what your vision of your ideal future is. Where would you like to go from here?
What’s love got to do with it? Unconditional love means no strings attached. When was the last time you were challenged to love without reservation? How about next time?
Healthy, wealthy and wise. On a scale from impulsive to thoughtfully compassionate, how would you rate your family leadership style?
Show me the money. What you do with your money is an expression of who your family is, can be, and how you choose to influence the world. What’s your money saying about you?

The Lifestyle Cash Flow Game: How much is enough and what do you do with the rest?
The Portfolio Net Worth Game: Who in your family gets to play, and under what circumstances might they have a say?
The Legacy Estate Game: The way you live your life will be your legacy. How are you passing the baton on a daily basis? Why not settle your estate while you are alive?
The modern family office gamemaster: Whether you call it that or not, you already have a family office. Who is responsible for the way it works?
Game on! You are your family’s agent of gradual and successful family wealth change in the face of life’s relentless uncertainties. What is your plan?

…and much more

Praise for Love Wisdom Money

"Love Wisdom Money is a must-read for families navigating the complexities of generational wealth. Buddy masterfully redefines what it means to be truly wealthy—not just in terms of money, but in relationships, wisdom, and stewardship. As an estate planning attorney working with high-net-worth and ultra-high-net-worth individuals, I’ve seen firsthand how financial wealth alone is not enough to sustain a legacy. This book provides the essential framework for families to move beyond accumulation and into a purpose-driven approach to wealth.”

“Buddy, Your book is a marvel—beautifully crafted, wonderful ideas, and ,a strain of you that glows through. I could feel as I read just how blessed your client families are and have been by your compassion and brilliance as you helped them unravel complex personal qualitative and quantitative issues and ,as the sage said, made them simple. Yours is the art of the personne de confiance, one who carries the burdens for another, of absolute trust, of compassion for the human condition and love for human possibilities—yes the family fiduciary with a small f.-- fides --always faithful. Thank you for a wonderful read.”

“Buddy, I didn't think what has happened would happen. I thought it would be good and that I could quickly skim and digest. Instead, you hooked me immediately with the family stories. And, then it just seemed to build and build. It's a masterful sharing of wisdom through your client, family and personal experiences. And, thank you for the plug for PPI and I'm gratified to see that PPI's January webinar may have been the final brushstroke on a great book. Thank you again for sharing. All 137 pages plus five pages of notes. It's a powerful but easy read.”

Now Available on Kindle

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Meet Buddy

Buddy Thomas is the founder of Superior Planning – Family Office, specializing in customized family wealth and relationship enrichment programs for HNW and UHNW families since 1982. A pioneer in virtual family offices, he has guided successor trustees and beneficiaries through estate settlements while fostering seamless collaboration among family leaders and advisors.

A Certified Financial Planner and Accredited Estate Planner with a background in psychology and economics, Buddy is a thought leader in personal wealth management. He has authored four books, over 50 articles, and produced 200+ educational videos, including the Fifty-Five Second Family Fiduciary series. His expertise in family dynamics and wealth has made him a sought-after speaker at universities, financial institutions, and industry councils.

Beyond finance, Buddy is deeply committed to philanthropy, serving on the boards of the Catholic Community Foundation of San Diego and Build-A-Miracle. A longtime Rotary Club member, he remains active in multiple service and financial industry organizations. He and his wife, Liz, reside in San Diego, proudly celebrating their two grown, “income-producing” sons.