Family Wealth Books

Family Wealth Books

Engaged Healthy, Wealthy & Wise:

Lessons from Inheritors and Their Significant Others on How They Have Navigated Love and Family Wealth And Forged Their Own Join Path

Coventry Edwards-Pitt, 2023

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When a young inheritor announces that they have met “the one”—their chosen life partner whom they hope to marry—the wheels of the wealth advising industry whir into motion. Advisors recommend prenuptial agreements, and white papers offer best practices about how to “onboard” the new partner to the wealth-owning family’s financial ecosystem. But amid all of this, there is a young couple in love. This book is about the perspective of these young people who are rarely asked for their views. And it is about how they have navigated the journey of forging a strong union and fulfilling life path with their chosen partner amid the complexities of inherited family wealth.

This is the third book in the Healthy, Wealthy & Wise series by nationally recognized wealth advisor Coventry Edwards-Pitt, CFA, CFP®. The first, Raised Healthy, Wealthy & Wise (2014) focuses on helping parents to raise grounded children amid wealth, and the second, Aged Healthy, Wealthy & Wise, centers on how to design a vibrant later life and legacy. Covie’s books live at the intersection of heart and wealth and share positive success stories of how individuals have reconciled their financial abundance with the values and relationships that matter most in their lives.

The Myth of the Silver Spoon: Navigating Family Wealth and Creating an Impactful Life

Kristin Keffeler, 2022

adapted description from Amazon

Offering surprising new research, perspective-shifting concepts, and insightful storytelling drawn from the author's life as the daughter of wealth-creating parents and her years coaching and advising the next generation within high-net-worth families, The Myth of the Silver Spoon is a compassionate yet practical guide to navigating the challenges of family wealth.

Learn how to identify and clear the forms of "clutter" —negative narratives and behavioral patterns around money, relationships, self-identity, and contribution to others—that typically accumulate from growing up in an affluent family. Discern where your sincere ambitions lie on the path to creating an authentically joyful and impactful life. And the important, positive role that family, friends, and professional advisors can play in this journey. 

We Need to Talk: A Memoir About Wealth

Jennifer Risher, 2020

adapted description from Amazon

When Jennifer Risher joined Microsoft in 1991, she met her husband, and with him became an extra-lucky beneficiary of the dot-come boom. By their early thirties, they had tens of millions of dollars. Jennifer's thought-provoking, personal story includes the voices of others in her demographic and explores the hidden impact of wealth on identity, relationships, and sense of place in the world. 

Fragile Power: Why Having Everything Is Never Enough: Lessons from Treating the Wealthy and Famous

Janny Scott, 2019 

adapted description from Amazon

A revealing exploration of people whose wealth, fame, beauty, and social status grant them immense power. But is it possible that they simultaneously have everything and nothing at all? From the therapist’s chair, we learn how feelings of shame, insecurity, abandonment, and emotional pain are all part of the human condition. With empathy, we can overcome our sense of isolation by realizing that we all crave—and deserve—understanding, intimacy, and real connection. 

The Beneficiary: Fortune, Misfortune, and the Story of My Father

Janny Scott, 2019 

adapted description from NPR

Traces how the eight-hundred-acre Philadelphia estate of the author's investment banker great-grandfather shaped choices that impacted generations of her family, particularly her father, and reflected the encroaching economic inequalities of the modern era. 

The Family Office: A Practical Guide to Strategically and Operationally Managing Family Wealth

Boris Canessa, Prof. Jens Escher LL.M., Dr. Alexander Koeberle-Schmid, Peter Preller, LL.M., and Christoph Weber, 2018 

adapted description from Palgrave Macmillan

The book offers crucial advice in helping entrepreneurs and their families find or found a family office that fits their goals. The authors survey the key considerations in this process, including: What are the different models for family offices, and what are their respective benefits? What costs can be expected from a family office, and how much wealth must be under management to justify them? What are the role and responsibilities of the Family Officer and his staff? Which are best practices for family governance, succession planning, and philanthropy at a family office? These insights are then supplemented by a wide-ranging set of interviews with family members, family officers and consultants from around the world. Both family office professionals and families themselves will benefit from this thorough but highly approachable examination.

Passing the Torch: Preserving Family Wealth Beyond the Third Generation

Ilze Alberts, 2018 

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Families need to have vision and foresight to sustain the family’s capital throughout generations. Unfortunately, many of them build wealth effectively but find, near the end of their lives, that it has little sustainability to prepare the next generations that will be the beneficiaries of their hard work. Passing the Torch teaches high net-worth families how to foster a strong family dynamic to be truly generational. First-generation wealth creators will learn how to create a culture of sustainability and growth and endow subsequent generations with the tools and mindset necessary to prosper.

Resilience of 100-Year Family Enterprises: How Opportunistic Innovation, Business Discipline, and a Culture of Stewardship Guide the Journey Across Generations

Dennis T. Jaffe Ph.D, 2018 

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Successful family enterprises are incredible engines for generating wealth an expressing the owning family’s values about business and the community. These values may be expressed through the quality of their goods and services, relationships with employees, business and community, and philanthropy. But only a small fraction of the families that create businesses are able to sustain them for more than a single generation. While few family enterprises reach the milestone of spanning over three or more generations, the families that do are resilient and pursue business opportunities together while passing their legacy values, culture, and resources to each new generation. 

Wealth, Actually: Intelligent Decision-Making for the 1%

Frazer Rice, 2018 

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They say a fool and his money are soon parted, and, for the 1 percent, this is especially true. The more wealth one has, the more risks to their financial security. But with the right knowledge, planning, and guidance, the affluent can not only preserve their assets but enjoy them as well. Frazer Rice sets out a holistic view of wealth management that helps wealth holders to be clear about what their money is for, how to talk to children and other relations, and how not to let their money control them, as is all too easily the case. 

Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask 

Tom McCullough and Keith Whitaker, 2018 

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Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the 50 most common questions surrounding protection and growth, this book provides a compendium of knowledge from experts around the globe and across disciplines. Deep insight and thoughtful answers put an end to uncertainty and help lay to rest the issues high-net-worth families have been wrestling with for years. By divulging central lessons and explaining practical actions that can be taken today, this book gives the critical information you need to make more informed decisions about your financial legacy.

Aged Healthy, Wealthy & Wise:

Lessons from Vibrant and Inspiring Elders on How They Designed Their Later Lives

Coventry Edwards-Pitt, 2017

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There is much about aging that we can’t control. But there is much more that we can.  Nationally recognized wealth advisor Coventry Edwards-Pitt applies the success-story format of her highly acclaimed first book, Raised Healthy, Wealthy & Wise (2014), to one of today’s most pressing issues: how to age well—given our increased longevity—and ensure that our later years have a positive rather than negative impact on our families.  Drawing on her many years of professional experience, Covie interviews vibrant elders and brings to life the daily choices they are making that allow them to live content, engaged, and purposeful later lives and design legacies of meaning.  The stories and research in Aged Healthy, Wealthy & Wise will inspire you to take the actions in your own life that will set you on a course not only to age well yourself but also to help ensure that your family experiences your later years not as a burden, but as a gift.

Bridging Generations: Transitioning Family Wealth and Values for a Sustainable Legacy
Roy O. Williams and Amy A. Castoro, 2017
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This book proivdes you with insight, strategies and compelling stories on how your wealth can be successfully passed on from one generation to the next with the family unit intact. You'll benefit from learning: how true wealth is more than an impressive financial balance sheet; how to put the family center and front; five pillars to create a successful wealth transfer and succession for your family; real life stories of wealth transfers and successions done well and done poorly; and strategies you can apply now in your own transitioning planning.

Complete Family Wealth
James E. Hughes Jr., Susan E. Massenzio, and Keith Whitaker, 2017
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Complete Family Wealth is a comprehensive resource for growing, maintaining, and managing wealth across generations. A successor to the classic Family Wealth, now in its 20th year, this book provides updated and expanded guidance to change the way you think about your wealth and legacy. This team of expert authors—who brought the field not only Family Wealth but also Family the Compact, The Cycle of the Gift, The Voice of the Rising Generation, and Family Trusts—ground Complete Family Wealth in a clear account of the “five capitals”: human, intellectual, social, spiritual, and financial.

Governing the Family Enterprise: 

The Evolution of Family Councils, Assemblies and Constitutions

Dennis T. Jaffe, Ph.D., 2017

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Upon reaching the third generation, enterprising families face a set of new challenges. Internal and external forces threaten the family’s ability to continue as partners. But the potential for what they can do if they decide to continue is incredible. A family reaching this milestone faces a choice point—should we continue together as a financial or business entity, or just distribute what we have and let each household move forward in their own way? A few courageous families make a conscious decision to continue united. By sharing their experiences, we offer a roadmap of the hard work and expansive outcomes that result.

More Than Money: A Guide to Sustaining Wealth and Preserving the Family

Michael A. Cole, 2017

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Traditional wealth management firms concern themselves with investment management, tax planning, estate planning, and cash flow management. However, the reason most family fortunes evaporate is because the family communicates poorly, lacks trust, has divergent visions, and does not prepare succeeding generations to sustain the hard-won resources. More Than Money is the pioneering guidebook that integrates the concept of traditional tactical wealth management with the strategic "soft skills" today's families must understand to effectively manage significant wealth.

Cross Cultures: How Global Families Negotiate Change Across Generations

Dennis T. Jaffe, Ph.D. and James Grubman Ph.D., 2016

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Prosperous families around the world face unexpected challenges as they encounter the modern global environment. It is natural for the wealth-creating generation to cherish the cultural roots that led to their success, advocating for the family’s heritage. But, as subsequent generations are educated and trained in faraway lands and diverse cultures, new influences enter the family. The resulting conflicts can bring significant stress to the family and risk to the family enterprise, especially at times of generational transition. Cross Cultures: How Global Families Negotiate Change Across Generations outlines the latest insights from two internationally-renowned family business consultants, Dennis Jaffe PhD and James Grubman PhD. It explains the practical, commonsense strategies that families in each culture (and their advisors) can use to resolve the differences threatening the fabric of the family.

Family Capital: Working With Wealthy Families to Manage Their Money Across Generations

Gregory Curtis, 2016

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The lifelong guide to effective family wealth management strategy, Family Capital provides a unique and practical lesson on wealth management. Instead of lectures and dry discussion, this engaging book follows an archetypal wealthy family through several generations and collateral family units to show you what effective family capital management looks like long-term. You will actually listen in on meetings between the family and its wealth advisor as they grapple with the many challenges family investors face. Expert wealth advisor Gregory Curtis provides advice and insight along the way, explaining why each strategy is effective, and how you can put it to work for you.

Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators

Hartley Goldstone, James E. Hughes, Jr., and Keith Whitaker, 2015

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An insightful and practical guide to family trusts. Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love.

The Middle Way: Using Balance to Create Successful Generational Family Wealth Transition Plans

Timothy J. Belber, 2015

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The expectations and stress surrounding financial wealth can tear a family apart. Questions like, "How much is enough?" and "What should I tell my children about our financial situation?" live alongside beliefs like, "My children/grandchildren don't appreciate what they have" and "Our financial blessings might ruin our children!" In The Middle Way, Tim Belber offers an alternative way to think about and act on a family's financial wealth. Based on over 30 years of experience advising and helping wealthy families, Tim provides clear, practical and useable guidance for using wealth to benefit and strengthen future generations—without tearing them apart. The Middle Way provides an understandable process for creating a Family Wealth Plan, for working with advisors, and for educating and preparing the coming generations. The Middle Way is a gift to anyone who has ever wondered about the impact of wealth on their children and their future.

The Trustee Primer: A Guide for Personal Trustees

Patricia M. Angus, Esq., 2015

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An essential guidebook for individuals who have been named as trustee of personal trusts for family members or friends. Written by an expert who has more than two decades experience working with families to create, administer, and benefit from trusts, this primer is a "go to" resource for anyone who has been named as a trustee. The text incorporates a worksheet throughout that can help a trustee organize information, thoughts and questions to best serve as trustee. Key concepts are distilled to their essential elements. The tone is encouraging and easy to read while maintaining a sense of the seriousness, and importance, of the trustee's role. Also helpful for anyone setting up a trust as part of an estate plan or who is already a trust beneficiary.

The Cabin: Building a Family-of-Affinity Office

Myra Salzer, 2014

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Taking responsibility for and integrating with newly acquired wealth goes way beyond financial planning and investment management. The Cabin is a fun, informative look at how the near-perfect family office is possible by placing the members in the forefront and viewing overhead and employees as investments rather than costs. It is a journey of discovery, as three colleagues team up, tap the greatest minds in the family-office industry, and assemble all of the collected wisdom into an enjoyable structure. Readers with existing family offices will take away ideas on improving operations for the benefit of family and staff; those in the process of forming a new family office will learn how to start off on the right foot and contribute to their family's joyful wealth for generations to come.

The Confident Inheritor

Myra Salzer, 2014

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Here's How to Have Freedom from the Pre-Conceived Judgment and Misconceptions People Have Around Those Who Inherit Great Wealth ... For the first time in print, Myra Salzer exposes the myths around the platinum handcuffs inheritors often receive along with the wealth. Myra shares the secret to integrating with your wealth to move into the future with great confidence. Now you can stop apologizing for inheriting great wealth and instead focus on the impact and difference you want to make.

The Voice of the Rising Generation: Family Wealth and Wisdom

James E. Hughes, Jr., Susan E. Massenzio, and Keith Whitaker, 2014

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Written by a psychologist, an educator, and an attorney who changed the landscape of family wealth, The Voice of the Rising Generation identifies briefly and precisely the cause of entitlement and dependency. It is not too much money or too few chores. It is the failure of rising generations to individuate, that is, to pursue their dreams, develop their resilience, and find their voice. If you are a young person who is starting your life's journey and wondering about the effects of parental gifts, trusts, or a family business, this book will offer you questions, reflections, and guidance to help you find your own way. If you are a parent, grandparent, elder, or mentor, The Voice of the Rising Generation can serve as a window into the hearts and minds of the young people in your life—your family's true wealth.

Wealth Management Unwrapped

Charlotte B. Beyer, 2014

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The first book to read before you hire—or fire—your advisor. Wealth Management Unwrapped sheds light on the complex wealth management industry, outlines the responsibility that all investors have as 'CEOs' of their own wealth, and equips them with the tools to effectively manage their money. The book is a comprehensive guide for both the newly wealthy and the experienced investor.

Family Wealth Management: Seven Imperatives for Successful Investing in the New World Order

Mark Haynes Daniell and Tom McCullough, 2013

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The book introduces you to a unique model of wealth management that produces the desired return outcomes while being consistent with a family's overarching goals and values. The approach combines the best traditional investment and portfolio management practices with innovative new approaches designed to successfully navigate through economic climates both fair and foul. While the authors address  the critical "hard" issues of asset management, they also emphasize important "soft" issues of working with families to ensure that actions are congruent with objectives, in alignment with family governance principles and designed to help sustain and grow family wealth over multiple generations.

Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health

Courtney Pullen, 2013

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"From shirt sleeves to shirt sleeves in three generations." Modern research confirms the truth of this adage; some 90% of affluent families lose their wealth by the end of the third generation. The true tragedy is that, as the wealth dissolves, so does the family. Members often end up disconnected and embroiled in conflict. The result is harm to the families, to their communities, and to the larger culture. The crucial question this book addresses is: What are the other 10% doing? How do families achieve success and prosperity, enjoy the fruits of that success, and pass on a legacy of financial and emotional health? What's the secret to ensuring the American Dream doesn't turn into the American Nightmare? For many families, the answer is intentionality. Flourishing families consciously work to create legacies of stewardship, values, and balance. Intentional Wealth shares some of the strategies these thriving families use to help all their members build healthy, empowered relationships with money. Intentional Wealth is about what works. It is a valuable guide for any family wanting to go from shirt sleeves to success, generation after generation.

Strangers in Paradise: How Families Adapt to Wealth Across Generations

James Grubman Ph.D., 2013

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An astonishing fact is that the vast majority of the wealthy come from middle-class or working-class backgrounds. Born and raised in modest economic circumstances, they find themselves as adults in the wonderful but unfamiliar world of wealth, like immigrants to a new land. Their adjustment is often harder than they anticipate. Yet awaiting wealth’s newcomers is an even more daunting task: how to raise children and grandchildren successfully in the family’s new world of affluence. Written by a prominent wealth psychologist, Strangers in Paradise takes an innovative approach to the challenges facing wealth’s “immigrants and natives.” Combining clear reasoning with real-world stories, Strangers in Paradise outlines for the first time how the key process for families of wealth - like all immigrant families - is adaptation.

Beyond Gold: True Wealth for Inheritors

Thayer Cheatham Willis, 2012

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Beyond Gold focuses on how individuals can be responsible with the financial wealth in their lives, keep it in perspective, and be free to take on the tough, rewarding task of enhancing relationships. Each chapter addresses a unique type of relationship: with ourselves, parents, siblings, extended family, friends, dating, marriage, children, and different kinds of work relationships. Issues about inheritance are woven into each chapter, and the book addresses specific questions that occur to many inheritors.

How Will You Measure Your Life?

Clayton M. Christensen, James Allworth, and Karen Dillon, 2012

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In 2010 world-renowned innovation expert Clayton M. Christensen gave a powerful speech to the Harvard Business School's graduating class. Drawing upon his business research, he offered a series of guidelines for finding meaning and happiness in life. He used examples from his own experiences to explain how high achievers can all too often fall into traps that lead to unhappiness. The speech was memorable not only because it was deeply revealing but also because it came at a time of intense personal reflection: Christensen had just overcome the same type of cancer that had taken his father's life. As Christensen struggled with the disease, the question "How do you measure your life?" became more urgent and poignant, and he began to share his insights more widely with family, friends, and students. The book is full of inspiration and wisdom, and will help students, midcareer professionals, and parents alike forge their own paths to fulfillment.

The Cycle of the Gift - Family, Wealth, and Wisdom

James E. Hughes, Jr., Susan Massenzio and Keith Whitaker, 2012

adapted description from 

Family giving is more than estate planning and tax accounting. As high-net-worth individuals have discovered, gifts, once given, take on a life of their own. It is not unusual for a well-intentioned gift to have a destructive influence on its recipient's life, or to give rise to feelings and responses that can undermine relationships, alienate family members, and, in the most extreme cases, tear families asunder.

This book is about giving well—ensuring that your wealth will have the most positive effects on the lives of its recipients and their families, as well as on your own life. As the authors explain, giving, if handled correctly, offers a great opportunity to gain deeper insight into recipients as individuals and their needs, and to come to a heightened awareness of your own needs and expectations. It can improve communication within families, strengthen bonds, and promote the well-being and growth of all involved. And, when done well, legacy giving, like a stone dropped into still water, can have a ripple effect that will continue to expand and grow in positive ways.

The Good Fail: Entrepreneurial Lessons from the Rise and Fall of Microworkz

Editor: Richard Keith Latman, 2012

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The Good Fail is part business story, part guilty pleasure, exploring Richard Keith Latman's very public missteps and the painful lessons he learned as a result, presented to fellow entrepreneurs, in his own words, for the first time. Written in a lively, conversational style, the book answers questions many computer industry veterans have been asking for more than a decade about what went wrong at Microworkz, the failed former free PC enterprise. Chronicling Latman's long roller-coaster journey back and offering pointed advice about effective business development, negotiating, human resource management, and leadership, which Latman has successfully applied at his latest ventures, iMagicLab and Latman Interactive, the book is an important set of insights for entrepreneurs everywhere.

The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors

Gregory Curtis, 2012

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Building wealth is hard to do, but maintaining that wealth across generations is even more challenging. In The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors + Website, wealth advice expert Gregory Curtis reveals the investment secrets of the world's wealthiest families, so that financial planners, fund managers, and wealthy individuals everywhere can follow in their footsteps. Outlining the best practices for preserving and growing wealth, the book details exactly how to build a lasting financial legacy in the face of taxes, inflation, investment costs, and the conflicts of interest that are endemic to the financial advisory business.

TrustWorthy: New Angles on Trusts from Beneficiaries and Trustees

Hartley Goldstone and Kathy Wiseman, 2012

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TrustWorthy is a collection of 25 personal—and positive—stories told by beneficiaries, trustees and their advisors. The book speaks to the human side of personal trusts, leaving the technical side (legal, tax, investments) to others.  The book's objective? To begin to transform the most complex, conflicted and difficult relationship known under the law—the "arranged marriage" between beneficiary and trustee -- by supplanting prevailing negative assumptions and behaviors. Readers are given a peek at "what other families do."

Freedom from Wealth: The Experience and Strategies to Help Protect and Grow Private Wealth

Charles Lowenhaupt and Don Trone, 2011

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Proven strategies for meeting the unique--and increasingly complex--challenges of private wealth management Whether you're a money manager or managing your own wealth, Freedom from Wealth provides the tools you need to improve the management of a family fortune in today's increasingly globalized financial landscape. The authors reveal new, global, measurable standards to ensure that wealth is managed in accordance with industry best practices. They call for families to adopt the standards and name a Standards Director who can oversee their implementation, arguing that these standards help prevent the fraud and financial chicanery that produced the Madoff scandal and other recent wealth-management improprieties.

Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times

Mark Haynes Daniell and Sara S. Hamilton, 2010

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This book brings a deeper understanding to family legacy and a practical approach to family leadership. As a result, leaders, members, and advisors alike will be able to manage comfortably both the continuity and change that families require. Rich with insights and new ideas, and full of practical examples, this book can help readers to preserve true family wealth in challenging times, and enhance the abilities of a family at any time to turn a financial fortune into an enduring family legacy.

Generational Wealth Management: A Guide for Fostering Global Family Wealth

Lisa Gray, 2010

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Generational Wealth Management, by Lisa Gray, author of the best-selling The New Family Office, offers a new view of wealth for families who wish to preserve their heritage and to extend the benefits of the gift of wealth for five generations and beyond. It is a guidebook for families and advisors alike, healing broken family relationships around the wealth and illuminating gaps in the family client-advisory relationship, which threaten the achievement of family wealth management goals. The book broadens the scope of wealth management and more directly aligns it with the family's authenticity. The influence of generational and behavioral biases on the wealth management process determines a families' ability to circumvent the fulfillment of the 'Rags to riches to rags in three generations' proverb.

Living Richly: Seizing the Potential of Inherited Wealth

Myra Salzer, Greg I. Hamilton, 2010

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An organic companion for those seeking to harness personal potential and overcome traps and burdens associated with an inheritance. This book is the go-to guide for conquering these obstacles by focusing on how to integrate with, take control over and preserve wealth, to live a fulfilling life and leave a lasting legacy. Keeping the emphasis on emotional well-being, Living Richly urges readers to uncover their true potential to align their self-worth with their net-worth.

Saving the Family Cottage: A Guide to Succession Planning for Your Cottage, Cabin, Camp or Vacation Home

Stuart J. Hollander, Rose Hollander, and David S. Fry, 2009

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Whether you’re a parent planning to pass on a cottage to your children, someone who has inherited a cabin with your siblings or other relatives, or someone who is thinking about buying a vacation home, you want to know how to keep the property in the family—and avoid squabbles over it.

The Legacy Family: The Definitive guide to Creating a Successful Multigenerational Family

Douglas K. Freeman and Lee Hausner, 2009

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Written by two experts in the field, will provide readers with a roadmap for detailing how to leave family wealth and more importantly, legacy, intact. Readers will learn a variety of skills, including how to articulate a collective vision and aspiration for the future which can be embraced by all family members nourishing close family bonds.

Inherited Wealth: Opportunities and Dilemmas

John L. Levy, Book Surge Publishing, 2008

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This is a guide for transforming the inheritance process. Whether you are leaving an inheritance or receiving one, or are a professional working with a family, this book identifies the major challenges and provides guidance for working with wealth creators and inheritors.

Strategy for the Wealthy Family: Seven Principles to Assure Riches to Riches Across Generations

Mark Haynes Daniell, 2008

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Strategy for the Wealthy Family provides a clear framework for highly informed strategic management of the family, the family business, the family’s financial assets, the family’s trust and tax-management activities, philanthropic activities, risk factors and the family’s surrounding eco-system of institutions, advisors, friends and influencers. It also provides insights and an approach to ensure that the important individuality of all family members is fully reflected in every aspect of strategy for the greater family.

Family: The Compact Among Generations

James E. Hughes, Jr., 2007

adapted description from publisher:

In this new, major work, James Hughes brings to bear decades of experience working with and studying families to offer panoramic insights into what makes families flourish and fail. The book lays out the basis for the vision of family governance the author has been developing through his work and research. His advice addresses not only what to do but how to think about the complex issues of family governance, growth, and stability and the ongoing challenge of nurturing the happiness of each family member.

Money and Meaning: New Ways to Have Conversations About Money With Your Clients

Judith Stern Peck, 2007

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The first book of its kind to introduce a model to help you create conversations about money with your clients, Money and Meaning provides a framework and tools to provide a safe environment in which to have conversations and resolve conflicts. Written by a respected expert in business, financial, and relational issues, Money and Meaning is filled with useful case studies and helps you open the door to thoughtful conversations that explore and resolve money’s multiple meanings.

The Ultimate Gift

Jim Stovall, 2007

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What would you do to inherit a million dollars? Would you be willing to change your life? Jason Stevens is about to find out in Jim Stovall's The Ultimate Gift. Red Stevens has died, and the older members of his family receive their millions with greedy anticipation. But a different fate awaits young Jason, whom Stevens, his great-uncle, believes may be the last vestige of hope in the family. What Stevens does give Jason leads to The Ultimate Gift. Young and old will take this timeless motivational story to heart.

The Dilemmas of Family Wealth: Insights on Succession, Cohesion and Legacy

Judy Martel, 2006

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The Dilemmas of Family Wealth takes a fresh look at the communications barriers, misunderstandings, and generational conflicts that can pull families apart and scatter their wealth in far less time than it took to build it. Her book includes advice and perspectives from top experts in the field and frank first-person experiences related by family members with whom they have worked.

The Soul of Money: Reclaiming the Wealth of Our Inner Resources

Lynne Twist and Teresa Barker, 2006

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This pocket-size text shows readers how examining personal attitudes toward money can offer insight into our lives, values and the essence of prosperity. Discusses attitudes toward earning, spending and giving away money.

Wealth in Families 

Charles Collier, 2006

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Wealth in Families takes a fresh look at family issues and philanthropic opportunities that affect almost everyone. Author Charles Collier emphasizes that there are, in fact, four dimensions of family wealth (human, intellectual, social and financial), and he describes what families need to know and do to enhance the individual life journeys of each family member. Wealth in Families includes interviews with alumni and experts on family wealth. Collier helps readers answer the “why” questions, offering both a practical guide and a philosophical look at the meaning and purpose of family wealth.

Creating the Good Life: Applying Aristotle’s Wisdom to Find Meaning and Happiness

James O’Toole, 2005

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Professionals and business people in midlife are increasingly asking themselves, “What’s next?” in their careers and personal lives. This book draws on the wisdom of the ages to help contemporary men and women plan for satisfying, useful, moral and meaningful second halves of their lives. For centuries, the  brightest people in Western societies have looked to Aristotle for guidance on how to lead a good life and how to create a good society. Now James O’Toole, the Mortimer J. Adler Senior Fellow of the Aspen Institute, translates that classical philosophical framework into practical, comprehensible terms to help professionals and business people apply it to their own lives and work. His book helps thoughtful readers address some of the profound questions they are struggling with in planning their futures. 

The Inheritor's Sherpa: A Life-Summiting Guide for Inheritors

Myra Salzer, 2005

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In this practical, insightful and compassionate guide, Myra Salzer, founder of The Wealth Conservancy, Inc. and wealth coach for inheritors, offers readers a path to personal accomplishment. Those in this "niche market" of inheritors face many unique challenges, and Ms. Salzer provides grounded, well-rounded information, as well as personal support, to those who seek guidance as they embark on a journey of self-discovery and re-alignment with themselves and their world. This is a book you will refer back to time and again as you set goals and travel the path provided by your inheritance.

Family Wealth − Keeping It in the Family: How Family Members and Their Advisers Preserve Human, Intellectual and Financial Assets for Generations

James E. Hughes, Jr., 2004

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Family Wealth has become a modern classic for exceptional families and their advisers with more than 20,000 sold in hardcover. This landmark book changed the way exceptional families think about their heritage, their wealth and their legacy to future generations − now revised and expanded. “A masterpiece. No one is more astute than Jay Hughes about the topics of family wealth and family life,” – Charles Collier, senior philanthropic advisor at Harvard University.

Step Wars: Overcoming the Perils and Making Peace in Adult Stepfamilies

Grace Gabe and Jean Lipman-Blumen, 2004

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More and more people over age 65 are remarrying each year, and few families are prepared for the avalanche of feelings that comes when adult children learn that a parent is getting remarried. Psychiatrist Grace Gabe and award-winning author Jean Lipman-Blumen provide a practical guide with advice and understanding for every family facing this increasingly common, complex situation. Using case studies from a variety of perspectives, chapters address concerns frequently faced.

Labors of Love: The Legacy of Inherited Wealth, Book II

Barbara Blouin, 2003

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This book is a collection of 10 first-person histories about heirs who have enough wealth that they do not need to work for a living. But, as they learned, they do need to work for a life. These stories focus on how heirs have discovered ways to use their wealth and their innate gifts to help create a better world.

Navigating the Dark Side of Wealth: A Life Guide for Inheritors

Thayer Cheatham Willis, 2003

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Do you possess great wealth, or are you working hard to accumulate it? In either case, this book is a godsend for you.  In Navigating the Dark Side of Wealth, Ms. Willis details the pitfalls that great wealth can lead people into: the morally corrupting and emotionally stunting effects that having material riches can cause, and the pain and heartache that ensue. More importantly, within these pages she provides the needed guidance that, if taken to heart, can lead troubled inheritors to more balanced and fulfilling relationships.

The Legacy of Inherited Wealth: Interviews with Heirs

Barbara Blouin and Katherine Gibson, 1995

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This book of 17 candid interviews with wealthy men and women offers an inside view of what it is like to grow up in affluence and inherit enough money to render paid work a matter of choice.

Generations: The History of America’s Future, 1584-2069

Neil Howe and William Strauss, 1992

adapted description from

Neil Howe and William Strauss’ first book, Generations, tells the history of America as a succession of  generational biographies circa 1584 to present. The authors identify a pattern in these generations: each can be seen as belonging to one of four archetypes that repeat sequentially. Every living generation therefore shows a remarkable parallel in character with generations of the same type throughout history. Generations plots a recurring cycle of spiritual awakenings and secular crises in American history, from the founding colonials through the present day.