Book Recommendations

Our publishers and editors have hand selected the following books for you to consider adding to your library. Happy reading.

Russell J. Fishkind

Surrogate Court dockets are filled with cases involving family members fighting over the assets and intentions of a deceased parent or spouse. Probate Wars of the Rich & Famous: An Insider’s Guide to Estate Planning and Probate Litigation tracks the estate litigation cases of Anna Nicole Smith, Brooke Astor, Michael Jackson, Nina Wang, Jerry Garcia and Leona Helmsley and identifies the five universal factors that caused such disputes. Each chapter provides estate planning insights designed to help individuals plan their estates without causing litigation. 

Ruth McClendon and Leslie B. Kadis
Learn how to keep family problems from affecting the family business!
 
Reconciling Relationships and Preserving the Family Business: Tools for Success presents a comprehensive model for reconciling fractured relationships within the business-owning family. Studies show that more than two-thirds of family-owned businesses don't survive past the first generation—and more than 90 percent of all business enterprises in the United States are owned by families. Written by the founders of the Carmel Institute for Family Business, this unique book is an essential tool for people involved in family businesses, where personal issues can mix with financial interdependencies and work grievances to cause professional failures independent of bad management, market conditions, or financial constraints.
 
Stuart E. Lucas

 

Never has it been more important to read Wealth:  Grow It, Protect It, Spend It, and Share It.

More of us have created more wealth today than ever before; managing our retirement assets is increasingly our own responsibility; and America is bracing for the largest intergenerational transfer of wealth in history. Added to this are the recent financial scandals which have left us confused about who to trust for good investment and wealth management advice.  And because most advisors are specialists, the critical task of integrating the varied aspects of wealth management falls on our shoulders. 

Thomas M. Bloch
Does the very thought of preparing your own taxes give you a headache? Get to know the man who is responsible for helping more than 20 million taxpayers with this dreaded annual burden.
 
Henry Bloch is America's tax man. He and his brother Richard pioneered the commercial tax preparation industry, and the two tycoons built the world-leading firm that has prepared over 500 million returns, H&R Block. But Henry's life deserves to be studied for another reason: His remarkable entrepreneurial philosophy and extraordinary humanitarianism will have a lasting impact on generations.
Thomas Zellweger

 

'Zellweger has written a wide-ranging, thorough and very readable examination of the family business. His discussions of governance, succession planning, financial management, and conflict resolution draw on over 40 years of research, with relevant case studies that provoke discussion and reflection. His overview of cultural differences in families and in family businesses shows his grounded perspective. This text will provide a strong educational foundation for students and proactive family business owners alike.'
- John A. Davis, Harvard Business School

'One of the top international researchers in the family business field, a celebrated instructor, and a thoughtful practitioner, Thomas Zellweger succeeded in the daunting task of writing a book on family enterprises that appeals to multiple audiences. By carefully identifying the themes that are crucial to family business continuity, and by connecting them through a multidisciplinary approach that is at the same time intellectually deep, practically relevant, and crystal clear, the author does full justice to the complexity of family firms, and to their vital role in our economies and societies.'
- Carlo Salvato, Bocconi University, Italy

This innovative textbook covers the most important challenges facing family businesses. Practice-inspired and research-based, it emphasizes both practice and theory along with concepts, cases and reflection questions to illustrate key topics.

This text discusses the relevance of family firms across the globe, their unique strengths and weaknesses, their governance, strategic management, the succession process, drivers of long-term success and interpersonal dynamics. Taking a holistic and international perspective, the book combines management concepts, research findings, practical examples and case studies to provide a unique source of insight and inspiration for students and practitioners in the most prominent type of business organization in the world.

This textbook's comprehensive coverage of topics and combination of didactical formats makes it ideal for students studying family firms, and a useful reference for professors, advisors, and practitioners as well.