Preparing Heirs:
Five Steps to a Successful Transition of Family Wealth and Values

Roy Williams & Vic Preisser
April 2003, Robert D. Reed Publishers
ISBN 193174131X

Family Wealth
Keeping It in the Family
How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations

James E. Hughes Jr.
May 2004, Bloomberg PR
ISBN 157660151X

The New Family Office
Innovative Strategies for Consulting to the Affluent

Lisa Gray
August 2004, Euromoney Institutional Investor
ISBN 1843740648

Navigating the dark side of wealth
A Life Guide for Inheritors

Thayer Cheatham Willis
April 2003, New Concord Press
ISBN 0972549404