Get Ready for The UHNW Institute’s Summer Reading List!

Ahead of the release of our annual Summer Reading List, learn what books Institute staff and leadership are currently enjoying across a diverse range a of genres including wealth management, fiction, leadership, and personal growth.

 

Jim Grubman is reading Sempre Saputo by Lia Saputo in Lexington, MA.

The book is a family legacy memoir by Lia Saputo, the matriarch of the Saputo Family of Canada, who owns Saputo Inc., one of the largest food distributors in the world. It is a heartwarming, values-laden accounting of the lessons and activities that helped make the Saputo family great. It is unavailable commercially but may be requested from Patricia Saputo of Crysalia, a Montreal-based family enterprise consulting firm.

 

Tom McCullough is reading The Body Keeps the Score by Bessel van der Kolk, The Heart of Business by Hubert Joly, and Supercommunicators by Charles Duhigg at his cottage on Lake Joseph in Muskoka, Canada (two hours north of Toronto).

And Tom recently reread two classics, The Cycle of the Gift: Family Wealth and Wisdom by James E. Hughes, Jr., Susan E. Massenzio and Keith Whitaker and The Trusted Advisor by David H. Maister, Charles H. Green and Robert M. Galford.

 

Dune Thorne is reading The Wisdom of Compassion by Victor Chan. The book is about the Dalai Lama, and Dune is at the Minga Lodge in the Amazon in Ecuador with the author. Another book she highly recommends reading is Red Helicopter by James Rhee. It is “a must for all of us at The UHNW Institute.”

 

Amelia Renkert-Thomas selected from her bookshelf in Durham, North Carolina, Engaged Healthy, Wealthy, & Wise: Lessons from Inheritors and Their Significant Others on How They Have Navigated Love and Family Wealth and Forged Their Own Joint Path by Coventry Edwards-Pitt.

 

David Werdiger, in Melbourne, Australia, is doing two of the things he enjoys most: learning and nurturing the rising generation. He is “winter-reading” Trust: The Social Virtues and the Creation of Prosperity by Francis Fukuyama. This book is very relevant to family enterprises and explores international culture.

 

Anna Nichols, who enjoys reading in her sunroom in Evanston, IL, is reading one of her favorite recent novels, James by Percival Everett. It’s the story of The Adventures of Huckleberry Finn from the perspective of his friend Jim, an escaped slave. It’s an incredible retelling where the situation is not so much an “adventure” but a matter of life and death.

 

Chloe Evans and her daughter share some reading time together in Parker, CO. Chloe is reading The Happiest Toddler on the Block by Harvey Karp, MD, and Good Inside: A Guide to Becoming the Parent You Want to Be by Dr. Becky Kennedy.

 

Angelique LeDoux is in Leavenworth, Washington (outside of Seattle,) reading When Things Fall Apart: Heart Advice for Difficult Times by Pema Chodron.

 

Moira Somers is reading A World of Curiosities by Louise Penny, while in the author’s hometown bookstore. This is the latest in the Three Pines detective novels, set in the beautiful providence of Quebec.

 

Rosemary Denney, who enjoys reading literary classics, is in West Palm Beach, Florida, reading East of Eden by John Steinbeck.

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry