Suggested Reading

• Family Business Succession: The Final Test of Greatness
  Arnoff, Craig E, Ward, John L. Business Owners Resources
• Keeping the Family Baggage Out of the Family Business: Avoiding the Seven Deadly Sins That Destroy Family Businesses
  Fleming, Quentin J., Fireside
• When Your Parents Sign the Paychecks: Finding Success Inside or Outside the Fmaily Business
  McCann, Greg, JIST Works
• A Thousand Acres - Smiley, Jane, Facett Columbine, New York NY 1991
• Keeping the Family Business Healthy
  Ward, John L.Jossey-Bass, , San Francisco CA 1987
• The Heart of Change
  John P. Kotter, ISBN: 1578512549, HBS Publishing
• Keep or Sell your Business,
  Mike Cohn with Jane Pearl, ISBN: 1594101390, Dearborn Trade
• Generation to Generation
  Gersick, Davis, McCollum-Hampton, Lansberg, ISBN: 087584555X, HBS Publishing
• Double-Digit Growth
  Michael Treacy, ISBN: 1591840058, Portfolio
• Leading Up
  Michael Useem, ISBN: 0812933109, Crown Publishing Group
• Mastering Change: The Power of Mutual Trust and Respect
  Adzies, Ichak
  Adzies Institute Publications, Santa Monica, CA 1991
• Transferring the Privately-held Business… Creating a Succession Plan to Meet Your Changing Tax, Estate and Business Needs
  Blackman, Irving, Probus Publishing Company, 1993
• Keep or Sell Your Business...
  How to Make the Decision Every Private Company Faces
  Cohn, Mike & Pearl, Jane, Dearborn Publishing, Chicago, 2000
• The 7 Habits of Highly Effective People
  Covey, Stephen R. , Simon & Schuster, New York NY 1989
• Leadership is an Art
  DePree, Max, Doubleday, New York NY 1989
• GettingTo YES
  Fisher, R. and Ury, William, Penguin Books, New York NY 1991
• The Story Hayward Guide To The Family Business
  Leach, Peter, Kogan Page Limited, London UK 1991, 1994
• Getting to Win-Win in Family Business
  LeVan, Gerald , Worldcomm Press, Nashville TN 1994
• The Craft of Investing
  John Train
• Innovation and Entrepreneurship
  Peter Drucker
• The Larry and Barry Guide to Entrepreneurial Wisdom
  Arthur Lipper
• Thriving Up and Down the Market Food Chain
  Arthur Lipper
• The Templeton Plan
  John Templeton
• Human Genius and Sanity
  William Shapiro
• Getting to Yes
  William Ury
• The Portable MBA in Entrepreneurship
  Bill Bygrave
• Good to Great
  Jim Collins
• The Goal
  Eliyahu Goldratt
• Small Business Kit for Dummies
  Richard Harrock
• The 22 Immutable Laws of Marketing
  Jack Trout
• Ogilvey on Advertising
  David Ogilvey
• The Third Wave
  Alvin Toffler
• Patent It Yourself
  John Pressman
• Legal Guide for Starting and Running a Small Business
  Fred Steingold
• How to Form a Nonprofit Corporation
  Anthony Mancuso
• The Copyright Handbook
  Stephen Fishman
• How to License Your Million-Dollar Idea
  Harvey Reese
• The Young Entrepreneur’s Guide to Starting and Running a Business
  Steve Mariotti
• Great Idea! Now What?
  Howard Bronson
• The Next Economy
  Paul Hawken
• The Great Game of Business
  Jack Stack
• Selling the Dream
  Guy Kawasaki
• Rules for Revolutionaries
  Guy Kawasaki
• The Human side of Human Beings
• Under the Radar
  Jonathan Bond and Richard Kirshenbaum
• Global Mind Change
  Willis Harmon
• Metaphorically Selling
  Anne Miller
• How to Sell More
  Markita Andrews
• Getting Things Done
  David Allen
• I Am Right, You are Wrong
  Edward de Bono
• Blink
  Malcolm Gladwell
• The Tipping Point
  Malcolm Gladwell
• Managing Management Time
  William Oncken, Jr.

Tips

Vetting a Family Office, WSJ,  1-3-2008 page B10
Here are some questions to help sort through Family Wealth Management Firms

• What is the firms’ fee structure?
• Does the firm generate any revenue from selling investment products or is it only selling advice?
• Does the firm directly manage any money in-house, or does it only use outside money managers?
• What range of services does the firm provide? What services the firm provide in-house, and what does the firm outsource?
• What percentage of the products or funds it offers is proprietary?
• Is the firm at all compensated by managers it recommends to its clients?
• What is the firm’s ownership structure? Do client families have any ownership? Is it part of a large financial institution?
• How long has it been offering family-office services? Did it arise from a single family-office? Has there been any merger activity?
• What is the background and experience level of the management team?
• How many families do the firm serve and how many clients per adviser?
• Can I speak to other client families?