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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 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. Many other books are referenced in the Family Office Exchange (www.foxexchange.com) website resources section.

Business websites

Investing websites

Books | Family Offices

  • Inside The Family Office: Managing The Fortunes of the Exceptionally Wealthy
    by Russ Alan Prince and Hannah Shaw Grove
    Wealth Management Press, 2004

Books | Family Businesses

  • Generation to Generation: Life Cycles of the Family Business
    by Kelin E. Gersick, et al.
    Harvard Business School Press, 1997

Books | Personal Organization

  • Getting Things Done: The Art of Stress-Free Productivity
    by David Allen
    Penguin Books, 2001

Books | Business

  • Four Seasons: The Story of a Business Philosophy
    by Isadore Sharp
    Penguin Group, 2009
  • The Innovator's Dilemma
    by Clayton Christenson
    Collins Business Essentials, 2006
  • Small Giants: Companies That Choose to Be Great Instead of Big
    by Bo Burlingham
    Penguin Group, 2005
  • In Search of Excellence: Lessons from America's Best Run Companies
    by Thomas J. Peters and Robert H. Waterman
    Collins Business Essentials, 2004
  • In Pursuit of Elegance: Why The Best Ideas Have Something Missing
    by Matthew E. May
    Broadway Books, 2009

Books | Investing

  • The Intelligent Investor
    by Benjamin Graham
    Collins Business Essentials, 2003
  • Security Analysis
    by Benjamin Graham and David L. Dodd
    McGraw-Hill, 1934
  • The Interpretation of Financial Statements
    by Benjamin Graham
    Harper & Row, 1937
  • Common Stocks and Uncommon Profits
    by Philip A. Fisher
    John Wiley & Sons, Inc., 1996
  • Conservative Investors Sleep Well
    by Philip A. Fisher
    Business Classics, 1975
  • The Essays of Warren Buffett: Lessons for Corporate America
    edited by Lawrence A. Cunningham
    Benjamin N. Cardozo School of Law, 1998
  • The Rediscovered Benjamin Graham: Selected Writings of the Wall Street Legend
    by Janet Lowe
    John Wiley & Sons, Inc., 1999
  • How to Think Like Benjamin Graham and Invest Like Warren Buffett
    by Lawrence A. Cunningham
    McGraw-Hill, 2001
  • The Investor's Dilemma
    by Louis Lowenstein
    John Wiley & Sons, Inc., 2008
  • Unconventional Success: A Fundamental Approach to Personal Investment
    by David F. Swensen
    Free Press, 2005
  • The Battle for the Soul of Capitalism
    by John C. Bogle
    Yale University Press, 2005
  • What Has Worked In Investing: Studies of Approaches and Characteristics Associated with Exceptional Returns
    Tweedy, Browne Company L.P.
  • Outliers: The Story of Success
    by Malcolm Gladwell
    Little Brown & Co., 2008

Books | Financial History

  • Extraordinary Popular Delusions and the Madess of Crowds
    by Charles Mackay
    John Wiley & Sons, Inc., 1996
  • Manias, Panics, and Crashes
    by Charles P. Kindleberger
    John Wiley & Sons, Inc., 1996
  • Once in Golconda: A True Drama of Wall Street 1920‐1938
    by John Brooks
    Harper & Row, 1969
  • The Go‐Go Years
    by John Brooks
    Weybright & Talley, 1973
  • Against The Gods: The Remarkable Story of Risk
    by Peter L. Bernstein
    John Wiley & Sons, Inc., 1996
  • The Trouble With Prosperity
    by James Grant
    Times Books, 1996
  • Devil Take The Hindmost: A History of Financial Speculation
    by Edward Chancellor
    Farrar, Straus & Giroux, 1999
  • When Genius Failed: The Rise and Fall of Long‐Term Capital Management
    by Roger Lowenstein
    Random House, 2000
  • The Black Swan: The Impact of the Highly Improbable
    by Nassim Nicholas Taleb
    Random House, 2007
  • The Ascent of Money: A Financial History of the World
    by Niall Ferguson
    Penguin Press, 2008
  • The Lords of Finance: The Bankers Who Broke The World
    by Liaquat Ahamed
    Penguin Press, 2009

Books | Biographies

  • Benjamin Graham: The Memoirs of the Dean of Wall Street
    by Benjamin Graham
    McGraw-Hill, 1996
  • Bernard Baruch: The Adventures of a Wall Street Legend
    by James Grant
    John Wiley & Sons, Inc., 1997
  • Buffett: The Making of an American Capitalist
    by Roger Lowenstein
    Random House, 1995
  • Damn Right! Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger
    by Janet Lowe
    John Wiley & Sons, Inc., 2000

Articles | Harvard Business Review

  • Managing Yourself, 2nd Edition
    by Peter Drucker, et al.
    (Article Collection)
  • What Business Are You In? Classic Advice from Theodore Levitt
    by Theodore Levitt, 1925-2006
    October 2006
  • The Moral Hazard Economy
    by Peter L. Bernstein
    July-August 2009
  • The Descent of Finance
    by Niall Ferguson
    July-August 2009

Articles | The Atlantic

  • Why I Fired My Broker
    by Jeffrey Goldberg
    May 2009

Articles | Other

  • The Superinvestors of Graham‐and‐Doddsville
    by Warren E. Buffett, Hermes, Magazine of Columbia Business School
    Fall 1984