Research & Publications: Recommended Reading

Over the years, we've assembled a collection of the best books and articles we've found that address critical wealth management issues, including family wealth management generally, investment management, family and family business, and philanthropy. The books and articles below range from the philosophical to the more technical, but all are accessible and useful even if you are new to thinking about wealth management, or are saving for your retirement. We've found the insights and advice of these authors to be valuable as we have worked to educate ourselves and our clients about these important, and often complex issues.

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on Family Business, Philanthropy and life >

Wealth: Grow It, Protect It, Spend It, and Share It. by Stuart Lucas

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Wealth is written for anyone concerned about retirement planning, wealth creation, wealth management, family wealth and family business, and multi-generational estate planning. It's guidance applies whether you are worth a few hundred thousand or a few hundred million, whether you are a wealth owner, a family office executive, or an advisor. Wealth is published in English, Mandarin, Russian, and Spanish.

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Wealth is currently available in English, Spanish, Mandarin and Russian.