The family office space is fortunate to be blessed with many well-written books covering a wide range of categories.  This page is a repository of my favorite books I have read over many years and countless hours.

In each category, I list my favorites and then a broader list of other resources.  I have found that knowing what books are available is often times challenging, especially for older books that may be less readily available or out of print.

Overall Favorites

• Generation to Generation: Life Cycles of the Family Business by Gersick, Davis, McCollom Hampton, and Lansberg
• Borrowed from Your Grandchildren:  The Evolution of 100-Year Family Enterprises by Dennis Jaffe
• Family Wealth – James E. Hughes Jr.
• Wealth in Families – Charles Collier
• Strangers in Paradise: How Families Adapt to Wealth Across Generations by James Grubman, Ph.D.
• Winning the Losers Game by Charles Ellis
• Raised Healthy Wealthy and Wise by Coventry Edwards-Pitt
• Opposite of Spoiled by Ron Lieber
• Generation Impact: How Next Gen Donors Are Revolutionizing Giving by Sharna Goldseker and Michael Moody
• 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

Best Books by Category

• Family Office / Family Business
  • Family Wealth and Families
  • Family Asset Management
  • Philanthropy
  • Trusts
  • Parenting
  • Advisory – Client Service in a Family Office
  • Personal Finance
• Investing
  • Investor Behavior / Behavioral Finance
  • Economics
  • Investor Profiles
  • Market Function
  • Portfolio Management
  • Security Analysis
• Business
  • Corporate Strategy
  • Entrepreneurship
  • Management
  • Marketing
  • Profiles
  • Corporate Governance

Personal Reading Lists by Year

Each year, I publish a list of my favorite books read, here’s a list going back to 2014.

• 2023 – First Quarter, Second Quarter, Third Quarter
• 2022 – First Quarter, Second Quarter, Third Quarter, Fourth Quarter
• 2021 – First Quarter, Second Quarter, Third Quarter ,Fourth Quarter
• 2020
• 2019
• 2018
• 2017
• 2016
• 2015
• 2014