Reading Recommendations

LAST UPDATED: November 9th, 2022

Aronoff, C., and J. Ward. Family Business Values How to Assure a Legacy of Continuity and Success. New York, NY: Palgrave Macmillan US, 2011.

Baines, Barry K. Ethical Wills: Putting Your Values on Paper. Cambridge, MA: Da Capo Life Long, 2006.

Baron, Joshua, and Robert Lachenauer. The HBR Family Business Handbook. Boston, MA: Harvard Business Review Press, 2021.

Bentall, David C. Leaving a Legacy: Navigating Family Business Succession. Pickering, ON: Castle Quay Books, 2012.

Berry, Leonard L. Discovering the Soul of Service: The Nine Drivers of Sustainable Business Success. New York, NY: Free Press, 1999.

Bork, David. The Little Red Book of Family Business. Sampson Press, 2008.

Bronfman, Charles, et al. The Art of Doing Good: Where Passion Meets Action. San Francisco, CA: Jossey-Bass, 2012.

Brower, Lee. The Brower Quadrant: Live Life Deliberately. New York, NY: L. Brower, 2009.

Brun, De Pontet Stephanie, et al. Siblings and the Family Business: Making It Work for Business, the Family, and the Future. New York, NY: Palgrave, 2012.

Buffone, Gary W. Choking on the Silver Spoon: Keeping Your Kids Healthy, Wealthy, and Wise in a Land of Plenty. Jacksonville, FL: Simplon Press, 2003.

Cialdini, Robert B. Influence: Science and Practice. Harlow, Essex: Pearson, 2014.

Covey, Stephen R. The 7 Habits of Highly Effective People: Special Edition - Powerful Lessons in Personal Change. La Vergne: Mango Media, 2021.

Danco Léon A. Beyond Survival: A Business Owner's Guide for Success. Edmonton, AB: Predictable Futures, The Business Family Centre, 2003.

Daniell, Haynes Mark, and Sara S. Hamilton. Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times. Singapore: John Wiley & Sons (Asia), 2010.

Davis, John A., et al. Generation to Generation Life Cycles of the Family Business. Boston: Harvard Business Review Press, 1997.

Deans, Thomas William. Willing Wisdom: 7 Questions Successful Families Ask. Orangeville, ON: Détente Financial Press Ltd.. 2015.

Fithian, Scott C., et al. The Right Side of the Table: Where Do You Sit in the Minds of the Affluent? Denver, CO: FPA Press, 2007.

Fithian, Scott C. Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors. John Wiley & Sons, 2000.

Frankl, Viktor E. Man's Search for Meaning. London, UK: Rider, 2021.

Gauld, Laura, and Malcolm Gauld. The Biggest Job We'll Ever Have: The Hyde School Program for Character-Based Education and Parenting. New York, NY: Scribner, 2003.

Gersick, Kelin E., et al. Generation to Generation: Life Cycles of the Family Business. Harvard Business Review, 1997.

Grenny, Joseph, et al. Crucial Conversations: Tools for Talking When Stakes are High, Third Edition. New York, NY: McGraw Hill, 2021.

Grubman, James. Strangers in Paradise: How Families Adapt to Wealth across Generations. FamilyWealth Consulting, 2013.

Hausner, Lee, and Douglas K. Freeman. The Legacy Family: The Definitive Guide to Creating a Successful Multigenerational Family. Basingstroke: Palgrave Macmillan, 2010.

Housel, Morgan. The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness. Hampshire, Great Britain: Harriman House, 2020.

Hughes, James E., et al. Complete Family Wealth: Wealth as Well-Being. Hoboken, NJ: John Wiley & Sons, 2022.

Jaffe, Dennis. Good Fortune: Building a Hundred Year Family Enterprise. 2013.

Jaffe, Dennis. Working with the Ones You Love: Strategies for a Successful Family Business. 2015.

Jordan, William George. The Power of Purpose. New York, NY: Fleming H. Revell Co., 1910.

Konigsberg, Ruth Davis. The Truth About Grief: The Myth of Its Five Stages and the New Science of Loss. Riverside: Simon & Schuster, 2011.

Lansky, David. Family Wealth Continuity Building a Foundation for the Future. New York, NY: Palgrave Macmillan US, 2018.

Leach, Peter. Family Businesses: The Essentials. Profile Books, 2007.

Lieber, Ron. The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money. New York, NY: Harper, 2016.

Lombardo, Franco. Money Motto: The Path to Authentic Wealth! White Rock, BC: Roper House Publishing, 2007.

Martel, Judy. The Dilemmas of Family Wealth: Insights on Succession, Cohesion, and Legacy. New York, NY: Bloomberg Press, 2006.

McCullough, Tom, and Albert Keith Whitaker. Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask. Chichester, UK: John Wiley & Sons Ltd, 2019.

McFarlane, Evelyn, and James Saywell. If: Questions for the Soul. New York, NY: Random House, 1999.

Montemerlo, Daniela, and John L. Ward. The Family Constitution: Agreements to Secure and Perpetuate Your Family and Your Business. New York, NY: Palgrave Macmillan. 2010.

Nacht, Joshua, and Gregory Greenleaf. Family Champions and Champion Families: Developing Family Leaders to Sustain the Family Enterprise. Chicago, IL: The Family Business Consulting Group, Inc.. 2018.

Poole, Garry. The Complete Book of Questions: 1001 Conversation Starters for Any Occasion. Grand Rapids, MI: Zondervan, 2003

Pullen, Courtney. Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health. Wheatridge, CO: Pullen Consulting Group, 2013.

Sinek, Simon. Start with Why. New York, NY: Portfolio. 2009.

Somers, Moira. Advice That Sticks: How to Give Financial Advice That People Will Follow. Great Britain: Practical Inspiration Publishing, 2018.

Stanley, Thomas J., et al. The Millionaire Next Door: The Surprising Secrets of America's Wealthy. Lanham, MD: Taylor Trade Publishing, 2016.

Sullivan, Dan, and Dr Benjamin Hardy. The Gap and the Gain: The High Achievers' Guide to Happiness, Confidence, and Success. Carlsbad, CA: Hay House Business, 2021.

The Arbinger Institute. Anatomy of Peace - Resolving the Heart of Conflict. Penguin USA, 2022.

Twist, Lynne, et al. Soul of Money: Reclaiming the Wealth of Our Inner Resources. New York, NY: W.W. Norton, 2017.

Ward, John L., et al. Family Business as Paradox. Basingstoke: Palgrave Macmillan, 2010.

Ward, John L. Perpetuating the Family Business: 50 Lessons Learned from Long-Lasting, Successful Families in Business. Houndmills, Basingstroke: Palgrave Macmillan, 2008.

Willardson, Chad. Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest. Lioncrest Publishing. 2021.

Williams, Roy O., and Vic Preisser. Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values. Bandon: Robert D. Reed Publishers, 2015.