Financial & Investment Resources

Only a few books have focused specifically on family office structure and management. More available are books and articles on family businesses and succession planning. Many books and articles have been written about finance and investing. A number of excellent books and articles have been published about business and finance in general as well as personal time management.

Included below are a few relevant websites as well as a partial listing of well-written, and in some cases timeless, books and articles for those wishing to learn more about family office management and financial planning. Many other books are referenced in the Family Office Exchange website resources section.

Business websites

  • Harvard Business Review | www.harvardbusiness.org

Investing websites

More Resources