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Time for a holiday break: Ten great reads for family-office advisors

Are you looking for reading material for the weeks ahead? Whether you’re seeking professional development or just a mental change of pace, here are 10 engaging books that might fill the bill.

The top choice for many advisors was Wealth 3.0: The Future of Family Wealth Advising by James Grubman, Dennis T. Jaffe and Kristin Keffeler. It covers the evolution of family advising over the past quarter-century and proposes that we’ve entered a new era of professionalism that puts family first.

Check out our article for the other nine picks. It was one of our most popular articles of the week.

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Member Content

Cultivating a culture of giving amid the $1 trillion wealth transfer

The exact recipe for guiding the younger generations in philanthropy is frequently discussed among high-net-worth families across the country, as well as within the walls of multi- and single-family offices. This article explores how to get them involved.

This story is brought to you by PearTree Canada.

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