COMMUNITY FINANCIAL RESOURCES







Wealth comes with its own set of challenges.  Here are some resources addressing some of the issues:


The Center on Wealth and Philanthropy (CWP) at Boston College  is a multidisciplinary research center specializing in the study of spirituality, wealth, philanthropy, and other aspects of cultural life in an age of affluence.

Money and Values Project .  Offered by the Marpa Center for Business and Economics in association with Naropa University, the Money and Values program is designed to help people discern the role money plays in their lives. 

Peer Networking Organizations

The Institute for Private Investors (IPI) provides innovative educational and networking resources to families with substantial assets — and their advisors — all within a safe harbor for the confidential exchange of information.

Tiger 21 is a large peer-to-peer learning group for high-net-worth investors.

CCC Alliance is a group of successful families and individuals that collaborate regularly on wealth management and family office matters.

Family Office Exchange helps ultra high net worth families and professionals get the information they need to make the decisions.








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