Below is a collection of books reviewed and recommended by Loeb & Associates, LLC.
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This is a must-read for families who would
like to circumvent the old saw, shirtsleeves
to shirtsleeves in three generations. This
is a very readable book that invites
families to lengthen their planning from five
years to 100 years in terms of
maintaining themselves as owners of wealth. Mr. Hughes cites some interesting histories to demonstrate what seems to create success, and makes the case for utilizing the three types of capital available to families: human, intellectual and emotional. |
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This book is a guide for those finding
themselves with assets, but unsure about
wealth management. The U.S. now is in the midst
of a great transfer of assets from the World
War II generation to the baby boomers.
This is magnified with the increased
consolidation of businesses, frequently
resulting in the sale of the business causing
a transformation of assets. The author
has extensive personal experience on the pitfalls
and best ways for wealth to be managed. |
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If you enjoy hearing histories of other
family businesses, this is an interesting
one that also talks about the beer industry.
While this story is about a sale that was
regretted, it can be instructional as long
as one keeps in mind that not all sales go
this badly. |
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Leadership remains one of those qualities
that everyone knows when they see, but it
is very difficult to teach or accurately
describe. This book does a very good job
and is especially applicable to family
owned businesses. New outside directors,
presidents or senior management employees
will all find this book very useful and
readable. |
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This book follows up the New York Times Best
Seller, Emotional Intelligence. He
shows by example and research how
self-awareness, self-confidence and
integrity: the ability to communiate and
influence, to initiate and accept change
are the attributes that change a competent
performer into a star performer. He
discusses how these are skills that can be
learned and taught. Successful businesses
need to be considering these qualities when
they hire and when they train. It also has
a very good section on what constitutes
successful training and what is not
effective. |
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