This is a list of the resources I personally use: the books, podcasts, publications, organizations, and conferences that inform the work of wealth leadership.
BOOKS
Jennifer Risher — We Need to Talk: A Memoir About Wealth
Frances Stroh — Beer Money
Peter Buffett — Life Is What You Make It: Find Your Own Path to Fulfillment
Judy Resnick — Rich Is Better
Tom Wheelwright — Tax-Free Wealth
John C. Bogle — The Little Book of Common Sense Investing
William Woodson & Edward Marshall — The Family Office: A Comprehensive Guide for Advisers, Practitioners, and Students
Kirby Rosplock — The Complete Family Office Handbook
Dave Specht — The Family Business Whisperer
Akhil Patel - The Secret Wealth Advantage
Jamie Weiner — The Quest for Legitimacy: How Children of Prominent Families Discover Their Unique Place in the World
Dennis Jaffe
-
Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises
-
Stewardship in Your Family Enterprise: Developing Responsible Family Leadership Across Generations
-
Working with the Ones You Love
Jim Grubman
-
Strangers in Paradise: How Families Adapt to Wealth Across Generations
Grubman & Jaffe
-
Cross Cultures: How Global Families Negotiate Change Across Generations
-
Wealth 3.0: The Future of Family Wealth Advising
Amy Hart Clyne & Dennis Jaffe
-
Finding Her Voice and Creating a Legacy: Portraits of Pioneering Women Leading Wealthy Families
PODCASTS
The UHNW Institute Podcast Conversations across the ten domains of family wealth, from governance and investing to philanthropy and wellness. Hosted by Joe Reilly, who interviews top thinkers in private wealth. https://www.uhnwinstitute.org/podcast/
Wealth Reimagined (Kristen Oliveri, UHNW Institute) Focused on the single family office world, with practitioners and principals talking through real issues. https://www.uhnwinstitute.org/podcast/
The Wealth Enterprise Briefing (WE Family Offices) Hosted by Managing Partner Michael Zeuner, focused on investment trends and issues affecting ultra high net worth families. https://www.wefamilyoffices.com/
The Business of Family (Dave Specht) Conversations on preserving families and perpetuating businesses across generations. Practical, relationship-focused. https://www.businessoffamily.net/
Rational Reminder Evidence-based investing and financial decision-making. Occasionally features guests like Jim Grubman on the psychology of wealth. https://rationalreminder.ca/
PUBLICATIONS & JOURNALISTS TO FOLLOW
Modus (Michael Thrasher) Independent weekly newsletter covering the family office world with the kind of reporting you don't find anywhere else. Required reading if you're in this space. https://www.modus.news/
CNBC Inside Wealth (Robert Frank & Hayley Cuccinello) The best mainstream journalism covering how the ultra wealthy build, spend, and invest their fortunes. Frank is the veteran; Cuccinello covers family offices and high net worth investing with sharp, specific reporting. https://www.cnbc.com/inside-wealth/
WealthBriefing & Family Wealth Report (Tom Burroughes) Two of the most substantive publications covering global wealth management and the family office world. Burroughes is Group Editor across both and one of the most informed voices in the space. https://www.wealthbriefing.com/ https://www.familywealthreport.com/
ORGANIZATIONS
Family Office Exchange (FOX) One of the most established membership networks for family offices and their advisors. Strong research, peer learning, and access to a global community of wealth holders and family office executives. https://www.familyoffice.com/
Institute for Private Investors (IPI) A private membership community for ultra high net worth investors, now part of Campden Wealth. Members learn from peers in a strictly non-commercial environment — no product pitching, no solicitation. https://www.instituteforprivateinvestors.com/
The UHNW Institute A think tank and professional organization dedicated to raising the standard of service to ultra high net worth families. Strong thought leadership, research, and a genuine focus on what wealthy families actually need. https://www.uhnwinstitute.org/
Campden Wealth Research, events, and community for ultra high net worth families globally. Publishes the widely referenced North America Family Office Report and connects families across the US, Europe, Asia, and the Middle East. https://www.campdenwealth.com/
Tiger 21 A peer membership organization for high net worth entrepreneurs and investors. Monthly meetings, portfolio reviews, and candid peer exchange on managing significant wealth. https://tiger21.com/
Family Firm Institute (FFI) The leading professional organization for advisors and consultants working with family enterprises. Strong credential programs and research for those in or advising the family business space. https://www.ffi.org/
CONFERENCES
DC Finance The world's largest family office conference network, with gatherings in 18 cities globally including New York, London, Miami, Chicago, Los Angeles, Dubai, Singapore, and Hong Kong. Events draw single family office principals and high net worth investors for peer exchange on investment, governance, estate planning, and family dynamics. https://www.dc-finance.com/
Prestel & Partner Widely regarded as the gold standard in family office forums. Events in New York, London, Zurich, Dubai, Singapore, and beyond bring together 100+ single family office principals and wealth owners in a strictly buy-side environment — no sales pitches, no product pushing. One of the few conference series where the room is genuinely full of peers. https://www.prestelandpartner.com/