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Interesting Books and Articles

We've collected books and published articles by topic that we feel may be of interest to you. Please contact us if you would like us to order a copy for you.


Family Wealth Counseling
The Legacy of Inherited Wealth, by Barbara Blouin & Katherine Gibson. Interviews with heirs challenged by the wealth that has become theirs by virtue of inheritance.

Wealth in Families, by Charles W. Collier

Silver Spoon Kids: How Successful Parents Raise Responsible Children, by Jon and Eileen Gallo. This is a great book for affluent families looking for ways to teach their children about money.

Employee Stock Ownership
An Introduction to ESOP's, by The National Center for Employee Ownership

Family Business Succession Planning
Splitting Heirs, by Ron Blue. A book designed to guide wealthy and affluent individuals on the best way to leave an inheritance. The book offers practical tips and worksheets within the context of a Biblically based estate planning process.

For Love and Money, by Roy O. Williams. Designed for families, this book is filled with wisdom to prepare heirs to be responsible with money and will also teach values and character that will last a lifetime.

Hats Off to You, by Ernest A. Doud, Jr. and Lee Hausner, Ph.D. This book explains a transition model for family business succession planning and can be used to help balance goals of business prosperity, family, harmony, and personal well being. A “must read” for those who work in a family business as well as those providing services to family businesses.

Success Secrets and Insights into Great Businesses
The Millionaire Next Door: The Surprising Secrets of America’s Wealthy, by Thomas J. Stanley, Ph.D. and William D. Danko, Ph.D. This is the untold story of America’s wealthy and affluent, and how they got there. The millionaire next door discusses seven common denominators found with those with accumulated wealth.

The Millionaire Mind, by Thomas J. Stanley, Ph.D. This book analyzes how wealthy Americans think in an effort to understand how and why they have been able to build and maintain their fortunes.

Built to Last: Successful Habits of Visionary Companies, by James C. Collins and Jerry I. Porras. This book explores the reasons behind American long-term corporate success stories. Exceptional companies were compared and differences measured.

Good to Great, by Jim Collins. This sequel to Built to Last goes further into why some companies move from good to great while others do not. The findings focus mainly on leadership, discipline, management, technology and change.

The E Myth Revisited, by Michael E. Gerber. A must read for any small business owner, this book explores why so many businesses fail. It also walks readers through the life cycle of a business and helps distinguish between working on your business and working in your business.

Life Purpose
The Purpose Driven Life, by Rick Warren. This book is designed to help people understand why they are alive, through God’s perspective rather than their own. A guide for a spiritual journey that will answer life’s most important question: What on earth am I here for?

Who Moved My Cheese, by Spencer Johnson, M.D. This book is delivered through a humorous short story about dealing with change and teaches how you enjoy less stress and more success.

Rich Dad Poor Dad, by Robert T Kiyosaki with Sharon L. Lechter. This book shows parents how to teach young people valuable lessons about money and building wealth through private enterprise.

Raving Fans: A Revolutionary Approach to Customer Service, by Ken Blanchard and Sheldon Bowles. Having satisfied customers is no longer good enough. Raving Fans is a book for businesspeople of all types. Raving Fan Service is necessary to achieve excellent bottom-line results and create a booming business.


Estate Planning
The Estate Planner: Married couples beware- 2001 tax act creates a need today for alternatives to bypass or family trusts. Published in the July/August 2004 issue of the Estate Planner by Brouse McDowell. download the PDF version of this article now.

What kind should you buy; term vs. perm?- death benefit is the core reason to own life insurance-but not the only one. Some types of life insurance offer other features that might play an important role in your financial game plan, such as the ability to accumulate cash value that grows over time. download the PDF version of this article now.

Leveraging an Estate with a CLT- Family Charitable Lead Trusts
download the PDF version of this article now.