Buddy Thomas

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Buddy Thomas is a pioneer in virtual family offices, helping high-net-worth families preserve wealth and relationships since 1982. As founder of Superior Planning, 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, Buddy blends psychology, economics, and decades of experience. He’s the author of The Widow’s Bridge: The Surviving Spouse’s Guide to Emotional and Financial Wellbeing and The Coming Widow Boom: What You and Your Loved Ones Can Do to Prepare for the Unthinkable, and he is the creator of the Fifty-Five Second Family Fiduciary video series. He lives in San Diego with his wife, Liz, enjoying the family wealth interdependency of their two grown sons.

Buddy Thomas

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