Resources

Books

Going Beyond Numbers for Families of Wealth: A companion to Go Beyond Numbers: Surprising Discoveries About Success Businesses
How can we make sure that we protect the wealth accumulated from these younger generations so that it is preserved for many future generations? This is the guiding question asked by most families of wealth and their advisors.  But it...
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Go Beyond Numbers: Surprising Discoveries About Successful Businesses
One thing that I’ve found in many consistent in my 40 years of working with small businesses, successful CEOs, entrepreneurs and wealthy families is that most owners judge their business’s health by financial capital.  For them, it’s only about the...
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Five Eyes on the Fence: Protecting the Five Core Capitals of Your Business
There’s a myth that a business’s health is judged by its bottom line alone-by its financial capital. Instead, the book proves that financial capital is a byproduct of four other capitals: (1) human capital, is defined by a company’s and...
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Say Hello to the Elephants
Too often, we fail to chase our professional and personal dreams because we lack clarity. We see obstacles and think, Wow! That’s an elephant! I better turn back. In this fast and funny read, legacy and business planner Tony Rose...
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