
Family Wealth–Keeping It in the Family: How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations
May 28, 2025
Entrusted: Building a Legacy That Lasts
May 28, 2025Complete Family Wealth: Wealth as Well-Being
A primer for families of high net worth on how to manage their qualitative and financial wealth for generations
The second edition of this foundational work, Complete Family Wealth: Wealth as Well-Being provides proven tools and best practices for families of means to use in maturing, maintaining, and managing personal and legacy wealth long into the future. The book is divided into three parts: the "what"―what is meant by family, wealth, and enterprise; the "who"―the persons crucial to family enterprise flourishing; and the "how"―specific practices families can use to enhance and grow family wealth.




