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RECOMMENDED READING


The Cycle of the Gift – Family Wealth and Wisdom

by Hughes, Massenzio, Keith The authors have given the reader much to consider–the spirit of giving, the desired effect when making gifts, and the function of the gift over the form. Like Family Wealth, this book puts a spotlight on the most important questions for family members to contemplate when making gifts and offers the potential for completely different outcomes from the experience.

The Stewardship of Wealth

by Gregory Curtis Building wealth is hard to do, but maintaining that wealth across generations is even more challenging. Curtis outlines the best practices for preserving and growing wealth. The book details exactly how to build a lasting financial legacy in the face of taxes, inflation, investment costs, and the conflicts of interest that are endemic to the financial advisory business.


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