Insight
A Legacy of Thought Leadership
Charles published The Wise Inheritor’s Guide To Freedom From Wealth in 2018 to help wealth inheritors manage the challenges of wealth and family relations.
He published Freedom From Wealth with co-author Don Trone in 2011. Freedom From Wealth has been recognized as one of the all-time top books on family wealth management.
WHITE PAPERS
The Wealth Holder’s Dilemma
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Freedom From Wealth And Aging
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Wealth Inheritors In The Age Of Anxiety
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Who Will Be The Champion Of The Wealth Inheritor?
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Bridging The Generation Gap: What is the Wealth For?
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Freedom From Wealth: The Family Farm and the Modern Global Family
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Family Office Association Q&A: Perspectives On Family Governance
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