We have found the following resources particularly helpful as we have developed our business principles and practice around wealth management, life purpose, leadership, and business strategy.

BOOKS: WEALTH IMPACT

Good to Great and the Social Sectors: A Monograph to Accompany Good to Great

By Jim Collins

HarperCollins Publishing - 2005

Boards That Make a Difference: A New Design for Leadership in Nonprofit and Public Organizations

By John Carver

Jossey-Bass (Wiley) - 2006

When Helping Hurts: How to Alleviate Poverty Without Hurting the Poor... and Yourself

By Brian Fikkert

Moody Publishers - 2009

Philanthrocapitalism: How Giving Can Save the World

By Matthew Bishop and Michael Green

Bloomsbury Press - 2009

What Your Money Means - and How to Use it Well

By Frank J. Hanna

The Crossroad Publishing Company - 2008

Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and Their Advisors

By John M. Leonetti

John Wiley & Sons, Inc. - 2008

Piggybanking, Preparing Your Financial Life for Kids and Your Kids for a Financial Life

By Jeff D. Opdyke

Harper Paperbacks – 2010

Against the Gods: The Remarkable Story of Risk

By Peter Bernstein

Wiley - 1998

The Calculus of Retirement Income: Financial Models for Pension Annuities and Life Insurance

By Moshe Milevsky

Cambridge University Press - 2006

The Number: What Do You Need for the Rest of Your Life and What Will It Cost?

By Lee Eisenberg

Free Press - 2006

The Automatic Millionaire: A Powerful One-Step Plan to Live and Finish Rich

By David Bach

Crown Business - 2005