Complete Family Wealth: Wealth as Well-Being provides proven tools and best practices for families of means to use in maturing, maintaining, and managing personal and legacy wealth long into the future. The book is divided into three parts: the "what" - what is meant by family, wealth, and...

This is the landmark book that changed the way exceptional families think about their heritage, their wealth, and their legacy to future generations - now revised and expanded. Charles W. Collier, Senior Philanthropic Adviser at Harvard University, hails this as, "A masterpiece. No one is more...

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. Marrying the practical and emotional aspects of family wealth, this...

Avoid "shirtsleeves to shirtsleeves" by finding your voice Growing up in a family with significant wealth or a family business can often feel like an exercise in silence. What should you ask? Whom should you ask? When? Is it ever right to talk about such things? The Voice of the Rising...

A comprehensive guide to giving well to family members Giving is at the core of family life - and with current law allowing up to $5,120,000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history. Beyond the...

Every family, looking at the next generation, hopes to confer advantages that are more than just material and financial - to inculcate character and leadership, to inspire creativity and enterprise....

Answers and insights from a lifetime of helping families flourish Why do some families thrive for generations? What accounts for the sad deterioration that others experience? This book takes families and the professionals who serve them beyond the now widely accepted practices offered in Family...