More Than Money. Cole Michael A.

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      2

      Roy Williams and Vic Preisser, Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values (Bandon, OR: Robert D. Reed Publ

1

Steve Hargreaves, “Squandering the Family Fortune: Why Rich Families Are Losing Money,” CNN Money (June 25, 2014), money.cnn.com/2014/06/25/luxury/family‐wealth. Retrieved January 12, 2016.

2

Roy Williams and Vic Preisser, Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values (Bandon, OR: Robert D. Reed Publishers, 2003), pp. 36–46.

3

James E. Hughes Jr., Family Wealth: Keeping It in the Family (New York: Bloomberg Press, 2004), p. xv.

4

Ibid., p. 17.

5

Philanthropy Roundtable, “The Rockefeller Legacy,” www.philanthropyroundtable.org/topic/excellence_in_philanthropy/the_rockefeller_legacy. Retrieved January 4, 2016.

6

Ibid.

7

Rockefeller Brothers Fund, www.rbf.org/grantees.

8

Adam Bernstein, “Laurance Rockefeller Dies at 94,” Washington Post (July 12, 2004), www.washingtonpost.com/wp‐dyn/articles/A43444‐2004Jul11.html, Retrieved January 21, 2016.

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