Estate Planning and Elder Law Home

Our Favorite Books About Family and Wealth

My primary goal is to see your legacy wishes fulfilled. I have done a lot of reading on how families pass on their wealth and one thing is clear: passing on wealth without knowledge is not likely to be successful. That's what this list is about – helping you raise happy, well-adjusted children, regardless of their age, and realize the goals of your estate plan.

— Natalia Kabbe

Books for Affluent Families

Some of you might be thinking, "these books don't apply to me because I am not wealthy." You could think that, but you would be wrong. These books apply equally well to all families, whether you are affluent, middle-class, or working your way up from the bottom. The same skills and values lead to successful families and well-adjusted children regardless of wealth.

You don't have to take my word for it, though. Click on the links below and read the reviews. Other people who have bought these books have said the same thing: these are great books for parents of any income level.

Children of Paradise

A comprehensive parenting guide for financially advantaged families. Children of Paradise offers a positive action plan sensitive to the needs of successful parents to assure that their children grow up with positive self-esteem and the necessary internal resources to meet the challenges of a privileged life. With the nine-step program in this book, your parenting can be an exhilarating experience from which both you and your children will reap lifetime benefits. Its never too late to become the parent you want to be.

Preparing Heirs

Are you concerned about the impact of wealth on your heirs? Are your heirs prepared for the responsibilities of wealth? Preparing Heirs focuses on the single biggest risk your family will ever face: transitioning your estate. The authors researched the legacies of 3,250 wealthy families. This book reveals what the relatively small number of successful families had in common – how they achieved and maintained family harmony, and ensured the smooth transition of their wealth to well-adjusted heirs. Preparing Heirs also warns of the wide range of factors that cause the majority of wealthy families to fail in their transition.

Philanthropy, Heirs and Values

How can you improve your heirs' odds of post-transition success? The hidden power of philanthropy to prepare heirs for wealth and responsibility is revealed in this first-of-a-kind book. After interviewing 3,250 affluent families, and examining almost 100 family foundations, the authors disclose how succesful families use philanthropy to teach. The children learn values, develop their appreciation for focus on a specific mission, and are instilled with a sense of accountability.