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What's On Your Bookshelf?

Check out the Bridging Generations book testimonials from our satisfied clients.

Bridging Generations: Transitioning Family Wealth and Values for a Sustainable Legacy by Roy O. Williams & Amy A. Castoro

Our new book distills over 50 years of investigating how families successfully transitioned their wealth into five practical and attainable steps which families can take to pass on their wealth without destroying the family. 

"This book is a must-read for anyone who wants to ensure the wealth they leave their family has a positive impact." Pete Coors, Coors Brewing Company

"Williams and Castoro address one of the biggest pain points business families face. They explain what needs to be done, and they do it in practical terms along with riveting examples."  Mitzi Perdue, Perdue and Sheraton Hotels 

"As a wealth management professional, I recognize that merely focusing on creating or preserving financial wealth for families we work with is short-changing our clients. Families of wealth also yearn for wise counsel on how their financial wealth can be a force for good." Neil T. Douthat, UBS Financial Services, Inc.

The Soul of Money: Reclaiming the Wealth of Our Inner Resources by Lynne Twist

This liberating book shows us that examining our attitudes toward money-earning it, spending it, and giving it away-offers surprising insight into our lives. Through personal stories and practical advice, Lynne Twist asks us to discover our relationship with money, understand how we use it, and by assessing our core human values, align our relationship with it to our desired goals. In doing so, we can transform our lives. 

Engine of Impact: Essentials of Strategic Leadership in the Nonprofit Sector by William F. Meehan III & Kim Starkey Jonker

We are entering a new era-an era of impact. The largest intergenerational transfer of wealth in history will soon be under way, bringing with it the potential for huge increases in philanthropic funding. Engine of Impact shows how nonprofits can apply the principles of strategic leadership to attract greater financial support and leverage that funding to maximum effect.

The authors identify seven essential components of strategic leadership that set high-achieving organizations apart from the rest of the nonprofit sector. Together, these components form an "engine of impact"-a system that organizations must build, tune, and fuel if they hope to make a real difference in the world.

Perpetuating the Family Business: 50 Lessons Learned from Long-Lasting, Successful Families in Business by John L. Ward

This book brings together a vast amount of experience to show the best practices of the most successful and long-lasting families in business. The author provides a framework of five insights and four principles in which to position his 50 lessons for family businesses. This comprehensive book on sustaining the family business and contains international examples and cases and essential tools and checklists.

Fierce Conversations: Achieving Success at Work & in Life, One Conversation at a Time by Susan Scott

The master teacher of positive change through powerful communication, Susan Scott wants you to succeed. To do that, she explains, you must transform everyday conversations at work and at home with effective ways to get your message across-and get what you want to: * Overcome barriers to meaningful communication * Expand and enrich relationships with colleagues, friends, and family * Increase clarity and improve understanding * Handle strong emotions-on both sides of the table * Connect with colleagues, customers and family at a deep level

Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power by Doug Baumoel & Blair Trippe

This book draws upon nearly 15 years of experience in which the authors have helped scores of enterprising families navigate the challenges of owning and managing together as family. Based upon their groundbreaking methodology known as "The Conflict Equation," the book presents five foundational concepts to help readers deconstruct conflict into its component parts. It will help you understand the reasons that underlie all conflict, what triggers active conflict, and why conflict can be so extreme and intractable in family business systems. This book will arm family business stakeholders and their advisors with the most cutting-edge thinking for achieving generational success in family enterprise.

The Element: How Finding Your Passions Changes Everything by Ken Robinson

The Element is the point at which natural talent meets personal passion. When people arrive at the Element, they feel most themselves and most inspired and achieve at their highest levels. With a wry sense of humor, Ken Robinson looks at the conditions that enable us to find ourselves in the Element and those that stifle that possibility. Drawing on the stories of a wide range of people, including Paul McCartney, Matt Groening, Richard Branson, Arianna Huffington, and Bart Conner, he shows that age and occupation are no barrier and that this is the essential strategy for transform­ing education, business, and communities in the twenty-first century.

How To Make Your Business Last by Mitzi Purdue

Only 30% of family business will make it to the next generation. The fact that so many businesses fail to make the transition to the next generation--the usual cause is family strife--means problems not only for the families involved, but for the entire global economy. This book addresses the issue. She gives practical advice on how family businesses can develop a culture that supports keeping the family business in the family. Her advice can be useful to any multi-generational family. Her I've-lived-it experience comes from membership in two long-lasting family enterprises. The secret for the longevity of both families is: neither left their family's legacy to chance. Using checklists, activities, stories, and tips, Mitzi shares little-known but practical techniques.

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