As part of our commitment to continuous learning and thought leadership, our Wealth Strategy team has put together a reading list. These books were selected to spark insight, encourage curiosity, and deepen understanding of the factors influencing wealth today.
Next Generation: Education and Parenting
Explore how today’s families can raise emotionally grounded, financially literate, and resilient kids by rethinking success, nurturing values, and navigating the complexities of wealth and modern parenting.
How to Raise Successful People
Drawing on decades of experience as a teacher and mother, Wojcicki shares the “TRICK” method—Trust, Respect, Independence, Collaboration, and Kindness—to empower kids to be self-motivated and resilient.
Raising Financially Fit Kids
A practical guide for parents aiming to instill financial literacy and responsibility in children, with age-appropriate lessons from early childhood through young adulthood.
Teach Your Children Well
This book critiques the achievement-obsessed culture and advocates for raising well-adjusted kids by emphasizing values, emotional health, and coping skills over grades and trophies.
The Price of Privilege
Levine examines how affluent kids are often emotionally distressed due to pressure to succeed and materialism, urging a shift toward authentic connection and balanced parenting.
The Voice of the Rising Generation
A thoughtful exploration of how younger generations can find meaning and identity in inherited wealth through intentional communication and family legacy planning.
Silver Spoon Kids
This book helps affluent parents raise grounded, responsible children by teaching values, managing entitlement, and setting boundaries around wealth.
Too Much of a Good Thing
Kindlon argues that today’s overindulgent parenting styles are harming children’s emotional development and offers strategies for fostering resilience and character.
Raised Healthy, Wealthy, and Wise
Based on interviews with successful inheritors, this book offers insights into how families can raise children who are emotionally healthy and prepared to manage wealth wisely.
In Three Generations
A fictionalized narrative that illustrates how families can preserve wealth and values across generations by focusing on purpose, communication, and stewardship.
Mindset
Dweck introduces the powerful concept of “growth mindset”—the belief that abilities can be developed—and shows how it shapes success in parenting, education, and leadership.
The Opposite of Spoiled
Lieber provides a framework for teaching kids about money in a way that builds generosity, grounded values, and financial savvy.
How Children Succeed
Tough explores how non-cognitive skills like grit, curiosity, and character—not just IQ—are essential to long-term success in life and learning.
Children of Paradise
A guide for successful families on raising emotionally healthy children, with strategies for managing the challenges of wealth, including entitlement and identity.
Legacy Planning
These books guide families in passing on more than money—focusing on values, communication, and intentional governance to preserve wealth and purpose across generations.
Legacy
Orlando explores the emotional, relational, and spiritual dimensions of wealth, offering a framework for values-based decision-making that helps families thrive across generations.
A Wealth of Possibilities
This accessible guide offers tools and stories to help families foster open communication, build shared values, and make thoughtful legacy decisions in the context of wealth.
Family Wealth
A seminal work in family wealth stewardship, Hughes emphasizes the importance of human and intellectual capital in sustaining family wealth, advocating for intentional governance and education over generations.
The Cycle of the Gift
This book explores the emotional and relational aspects of giving, urging families to treat financial gifts as opportunities for growth, responsibility, and deepened connection.
Preparing Heirs
Based on extensive research, this book outlines a five-step process for families to successfully transfer wealth across generations by focusing on communication, trust, and preparedness—not just financial planning.
The Legacy Spectrum
Weber introduces the concept of the “Legacy Spectrum” to help families think beyond financial assets, focusing on intentional decision-making, purpose, and family dynamics in wealth transfer.
Borrowed From Your Grandchildren
Drawing from global case studies, Jaffe explores how multigenerational families sustain enterprise and legacy by evolving governance, culture, and leadership over a century.
Complete Family Wealth
A comprehensive update to Family Wealth, this guide integrates governance, mentoring, and values to help families foster long-term cohesion and purpose alongside financial continuity.
Philanthropy
From everyday giving to system-changing strategies, these books challenge readers to think critically and act boldly in making their generosity truly impactful.
The Everyday Philanthropist
Pallotta makes the case that anyone can be a philanthropist by rethinking outdated charitable norms and using everyday choices and resources to drive meaningful change.
The Blue Sweater
In this memoir-meets-manifesto, Novogratz shares her journey from banking to social entrepreneurship, emphasizing dignity-driven investment as a way to close the gap between rich and poor.
Winners Take All
Giridharadas critiques the power structures behind elite philanthropy, arguing that many well-intentioned efforts maintain the status quo rather than truly challenge systemic inequality.
Do More Than Give
This book identifies six high-impact practices used by transformative philanthropists, including catalytic funding, cross-sector collaboration, and investing in system change.
Philanthrocapitalism
This book explores how wealthy entrepreneurs and business-minded donors are reshaping global philanthropy, arguing for a “venture” approach to giving that prioritizes results and innovation.
Doing Good Better
A guide to the Effective Altruism movement, MacAskill shows how data-driven decision-making can maximize the positive impact of our time, money, and careers.
Give Smart
A practical guide for high-net-worth donors, this book helps philanthropists clarify goals, measure outcomes, and increase the effectiveness of their giving.
Investing Basics & Financial Literacy
These essential reads demystify money and markets, blending timeless investing wisdom with practical financial skills to help readers build confidence, clarity, and long-term wealth.
A Random Walk Down Wall Street
A classic investing book that champions index investing and efficient markets, arguing that simple, low-cost strategies outperform most active management over time.
The Intelligent Investor
A foundational text in value investing, Graham teaches the principles of disciplined, long-term investing and how to protect against market volatility.
How to Adult
A straightforward, modern guide for young adults covering the essentials of budgeting, credit, investing, and financial independence with humor and clarity.
The Psychology of Money
Housel explores how emotions, behavior, and perspective shape financial decisions more than logic or math, offering timeless insights on money, risk, and contentment.
Simple Wealth, Inevitable Wealth
Murray presents a compelling case for long-term equity investing and staying the course, emphasizing emotional resilience and client-focused financial planning.
The Wall Street Journal Complete Money and Investing Guidebook
An accessible introduction to investing, markets, and financial terminology, designed to help readers build foundational knowledge with confidence.
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