The Family Office Club library

Richard C. Wilson's books on single family offices, his interviews with family office and multi-family office executives, and talks recorded at Family Office Club events.

How the library appears on this site

Where a book, interview or talk bears on a topic, the page carries a short From the Family Office Club library box summarizing it. The box adds no opinion.

Pages with library boxes

Library boxes appear mainly on pages about trusts, family governance and business succession.

• How charitable gift restrictions and donor intent work

  Explore charitable gift restrictions, donor intent, and Colorado modification routes, with state examples of trust enforcement and conditional gift tax rules.

• How life insurance policy performance affects coverage

  Review life insurance premiums, policy charges, illustrations and loans, with questions to ask about funding, coverage needs and conditional lapse protection.

Talk to Richard