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Wealth Is More Than Money—It’s a 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 11th!
Pre-Order Exclusive
- Love Wisdom Money Galley
- Bonus E-Book
- Advanced Copy of LWM
10 Things This Book Will Teach You
Learn how to…
- Navigate the complexities of family wealth with insights and practical guidelines for family leaders and advisors.
- Embrace the concept of generative wealth—a sustainable approach that goes beyond assets and money.
- Integrate love, wisdom, and money as essential pillars of lasting family wealth.
- Fulfill the role of a Family Fiduciary, balancing financial assets, intellectual property, and deeply held family values.
- Protect and grow family wealth with proven strategies drawn from real-life experiences and client insights.
- Master the Family Wealth Game, covering lifestyle cash flow, portfolio asset management, and legacy estate planning.
- Understand the intergenerational wealth journey, including the unique roles of Accumulators, Harvesters, Stewards, Survivors, and Heirs.
- Emphasize stewardship as a guiding principle, ensuring wealth serves a greater purpose beyond financial gain.
- Harness the power of unconditional love to navigate family challenges and sustain generational wealth.
- Utilize the Family Bank as a central hub, aligning financial resources with family values and vision.
…and much more
Book Signing
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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.
