At SJS Investment Services, we’re always looking for fresh perspectives on wealth and how it impacts families, communities, and future generations. On March 11, we attended an event at the Toledo Museum of Art’s Glass Pavilion, Next Generation Philanthropy: Purpose, Not Privilege, featuring a conversation between Kristin Keffeler, author of The Myth of the Silver Spoon and Aly Sterling Philanthropy.
Kristin’s viewpoint challenged common narratives around inherited wealth and offered valuable insights on how the next generation—often receiving resources they didn’t earn—can redefine their relationship with money. She highlighted the emotional complexities that come with affluence, from identity struggles to the pressures of navigating financial privilege.
Kristin’s insights sparked a powerful conversation for us at SJS: How much is too much? People’s relationships with money exist on a spectrum. Some cling to it, always wanting more, yet never feeling like they have enough. Others see money as impermanent, freeing themselves from its grip. Most of us fall somewhere in between, navigating wealth with both ambition and uncertainty.
So how do we redefine wealth in a way that feels balanced and meaningful? A few takeaways from the event stood out:
💡 Money vs. wealth – Money is a tool, but real wealth is about purpose, connection, and values.
💡 The power of mindset – Shifting from fear to creativity and generosity can transform our relationship with wealth.
💡 Family conversations matter – Talking openly about money, privilege, and responsibility can help the next generation navigate wealth in a healthy way.
Kristin’s book, The Myth of the Silver Spoon, explores these themes further—offering a guide for families, advisors, and the rising generation looking to navigate the complexities of wealth with confidence and purpose. Whether you’re building a financial legacy or supporting clients in their journey, we recommend this book as a powerful resource for redefining what wealth really means.
At SJS Investment Services, we believe in fostering open, thoughtful conversations about wealth and legacy. If these ideas resonate with you, let’s start the conversation.
Disclosures: Advisory services are provided by SJS Investment Services, a registered investment advisor (RIA) with the SEC. Registration does not imply a certain level of skill or training. SJS Investment Services does not provide legal or tax advice. Please consult your legal or tax professionals for specific advice.
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