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Wealth, by Stuart E. Lucas
"Wealth" is a great read that delves into how to build a cohesive family wealth plan over multiple generations. The goals, planning, individual roles and strategies discussed in the book are themes we recognize and fully share. A great overview regardless of where anyone currently is on the path of family organization.
Lessons from the Legends of Wall Street, by Nikki Ross
In this book, the author documents the principal strategies and investing advice from the great Wall Street legends of our time. While it is an easy, enjoyable book to read, it contains a great deal of worthwhile advice and wisdom from some of the world's best investors.
Get a Financial Life, by Beth Kobliner
As an introduction to the fundamentals of personal finance, this book is ideal for young adults who are beginning their financial journeys in life - from opening bank accounts to buying homes to making their first investments. The author makes good use of personal stories to help explain financial concepts that are more difficult to grasp.
