Best Books –
Family Office
Family Wealth and Families
- Family – The Compact Among Generations by Jay Hughes
- Family Wealth by Jay Hughes
- Freedom From Wealth by Charles Lowenhaupt
- Engaged Ownership by Amelia Renkert-Thomas
- Strangers in Paradise by James Grubman
- Good Fortune: Building a Hundred Year Family Enterprise by Dennis Jaffe
- Wealth in Families by Charles Collier
- Harvard Business Review Family Business Handbook: How to Build and Sustain a Successful, Enduring Enterprise – Fantastic new addition to the family business literature with a deep dive look at the role of ownership from the team at Banyan Global
- Entrepreneurs in Every Generation: How Successful Family Businesses Develop Their Next Leaders – This was a thoughtful look at new value creation within family businesses.
- Beyond Gold – Thayer Willis
- Navigating the Dark Side of Wealth – Thayer Willis
- The Beneficiary by Janny Scott
- Succeeding Generations by Ivan Lansberg
- Myths and Mortals – Family Business Leadership and Succession Planning by Andrew Keyt
- Entrusted: Building a Legacy that Lasts by David York
- Family Legacy and Leadership by Mark Haynes Daniell and Sara Hamilton
- Fortune’s Children by Arthur T. Vanderbilt II
- Wealth of Wisdom by Tom McCullough and Keith Whitaker
- Family Culture
- A Wealth of Possibilities by Ellen Perry
- Extraordinary Relationships by Roberta Gilbert
- From Aging to Sageing by Zalman Schachter-Shalomi
- Secrets of Happy Families by Bruce Feiler
- The Bettencourt Affair by Tom Sancton
- The Second Mountain by David Brooks
- The Top 5 Regrets of the Dying by Bronnie Ware
- How to Keep Your Family Connected by Mitzi Perdue
- How to Communicate Value to Children So They’ll Love It – Mitzi Perdue
- How to Make Your Family Business Last – Mitzi Perdue
- Lifestyle and Consumption
- Theory of the Leisure Class by Veblen
- The Sum of Small Things by Elizabeth Hackett
- Why We Buy by Paco Underhill
- Generation Wealth by Lauren Greenfield
- Richistan by Robert Frank
- Isn’t That Rich? Life Among the 1% by Richard Kirshenbaum
- Bobo’s in Paradise by David Brooks
- The Old Money Book by Byron Tulley
- We Need To Talk: A Memoir About Wealth – Great read – I reviewed the book here
- Having and Being Had – Author Eula Biss is an essayist and academic. This book is her reflections on money, home ownership, and more.
- The New Elite: Inside the Minds of the Truly Wealthy – Jen Risher referenced this book. This is a published set of research from a marketing agency about the psycho-graphics and consumption of the wealthy based off thousands of interviews. Fascinating stuff
- Isn’t That Rich?: Life Among the 1 Percent – This is a hilarious, anecdotal look at the lives of the wealthy in NYC
- Class: A Guide Through the American Status System by Paul Fussell
Family Asset Management
- Family Capital by Gregory Curtis
- Strategy for the Wealthy Family by Mark Haynes Daniell
- The Stewardship of Wealth by Gregory Curtis
- Wealth by Stuart Lucas
- The Complete Family Office Handbook by Kirby Rosplock
- Finding Her Voice and Creating a Legacy by Amy Hart Clyne and Dennis Jaffe
Philanthropy
- Generation Impact: How Next Gen Donors Are Revolutionizing Giving by Sharna Goldseker and Michael Moody
- Give Smart by Tierney and Fleishman
- Giving it all away by David Green
- God and Money by Cortines & Baumer
- How to Change the World by David Bornstein
- The Billionaire Who Wasn’t by Conor O’Clery
- The Generosity Network by Jennifer McCrea and Jeff Walker
- The Givers by David Callahan
- Toxic Charity by Robert Lupton
- When Helping Hurts by Corbett and Fikkert
- Gospels of Wealth by Paul Schervish
- Wealth and the Will of God: Discerning the Use of Riches in the Service of Ultimate Purpose by Paul Schervish and Keith Whitaker
- Generous Genes: Raising Caring Kinds in a Digital Age: Susan Crites Price
- Systems Thinking for Social Change by David Peter Stroh
Trusts / Estate Planning
- Cycle of a Gift by Jay Hughes
- Entrusted – Building a Legacy That Lasts by Andrew Howell
- The Trustee Primer: A Guide for Personal Trustees – Patricia Angus wrote an incredibly helpful guide for trustees, and an accompanying book for beneficiaries.
- Family Trusts by Hartley Goldstone, Jay Hughes, Keith Whitaker
- Preparing Heirs by Williams and Preisser
- The Cycle of A gift by Jay Hughes
- Trustworthy by Hartley Goldstone
- Values-Based Estate Planning by Scott Fithian and Todd Fithian
Parenting
- Crawling by Elisha Cooper
- How Children Succeed by Paul Tough
- How Imperfect Parents Lead Great Families by Dale and Monica Vernon
- Letter’s from a self made merchant to his son by George Horace Lorimer
- Opposite of Spoiled by Ron Lieber
- Raised Healthy Wealthy and Wise by Coventry Pitt Edwards
- Silver Spoon Kids by Eileen Gallo / Jon Gallo
- Children of Paradise by Lee Hausner
- The Price of Privilege – Madeline Levine
- The Price You Pay for College: An Entirely New Road Map for the Biggest Financial Decision Your Family Will Ever Make – Ron Lieber’s new book is a must read for any parent of near college age kids
Advisory – Client Service within a Family Office
- Crucial Conversations by Patterson
- Change Your Questions, Change Your Life by Marilee Adams
- Co-Active Coaching by Karen Kimsey-House
- Craft of Advice by Nick Murrary
- Humble Inquiry by Edgar Schein
- Immunity to Change by Robert Kegan
- Life Planning for You by George Kinder
- Living the Life You Were Meant to Live by Tom Paterson
- Million Dollar Financial Advisor by David Mullen
- The Coaching Habit by Michael Bungay Stanier
- The Right Side of the Table: Where do you sit in the minds of the affluent by Scott Fithian and Todd Fithian
- The Supernova Advisor by Rob Knapp
- Advising the Ultra-Wealthy: A Guide for Practitioners – Greg Curtis, Founder of Greycourt, published this book with a ton of wisdom from a career spent advising families.
- Excellent Investment Advisor by Nick Murray
Personal Finance
- Automatic Millionaire by David Bach
- Financial Peace Revisited by Dave Ramsey
- Happy Money by Elizabeth Dunn and Michael Norton
- Happy Retirement: The Psychology of reinvention by Kenneth Shultz
- I will teach you to be rich by Ramit Sethi
- Legacy Journey by Dave Ramsey
- Money book for YFAB by Susie Orman
- Power of Positive Thinking by Norman Vincent Peale
- Rich dad, poor dad by Robert Kiyosaki
- The automatic millionaire by David Bach
- The Millionaire Mind by Thomas J Stanley
- The Millionaire Next Door by Thomas Stanley
- Think and Grow Rich by Napoleon Hill
- Your Money or Your Life by Vicki Robin and Joe Dominguez
- Sudden Money: Managing a Financial Windfall by Susan Bradley
- Redeeming Money by Paul David Tripp
- Money, Possessions, and Eternity by Randy Alcorn
- Money and the Meaning of Life by Jacob Needleman
- Soul of Money by Lynne Twist
- Wealth Actually by Frazer Rice