Our Books

Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors - 2022

Co-EDITED by Tom McCullough and Keith Whitaker

Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors contains over 60 chapters, each highlighting a practical tool, exercise, or activity that can be applied by advisors or family members themselves. Each chapter is written by a recognized expert in the field who has used the highlighted tool, exercise, or activity over many years with great success.

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Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask - 20018

Co-EDITED by Tom McCullough and Keith Whitaker

Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask offers essential guidance and tools to help high net worth families successfully manage significant wealth. By compiling the 50 most common questions wealthy families ask, this book provides a compendium of knowledge from experts around the globe and across disciplines.

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Family Wealth Management:
7 Imperatives for Successful Investing
- 2013

Co-authored by Tom McCullough and Mark Daniell

Family Wealth Management introduces a fresh perspective on the management of wealth and the impact on the families that create and own that wealth. It contains insightful solutions to the challenging problems of preserving wealth and investing successfully over the long term.

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