lectures recommandées

La liste de publications suivante est une compilation de sources d'information et de partage de connaissances à l'intention des familles fortunées confrontées aux défis de la gouvernance de la famille, la succession, la philanthropie ainsi que la gestion de patrimoine.

PATRIMOINE ET ENTREPRISE FAMILIALE

Family Wealth: Keeping it in the Family

James E. Hughes Jr

Shift your Family Business

Steve Legler, Friesen Press, 2013

The Challenges of Wealth: Mastering the Personal and Financial Conflicts

Amy L. Domini, Dennis Pearne, Sharon Lee Rich

Wealth: Grow it, Protect it, Spend it and Share it

Stuart E. Lucas



PHILANTHROPIE

The Gospel of Wealth

Andrew Carnegie



DIMENSION SOCIALE DE LA PROSPÉRITÉ

Inequality for All

A documentary film by Jacob Kornbluth

The Golden Ghetto: The Psychology of Affluence

Jessie O'Neil, The Affluenza Project, 1997



GESTION DE PORTEFEUILLE

Fooled by Randomness: The Hidden Role of Chance

Nassim Nicholas Taleb

Pioneering Portfolio Management

David F. Swensen, Free Press, 2000

Against the Gods: The Remarkable Story of Risk

Peter L. Bernstein, John Wiley & Sons, 1998