Finance ✦ Penny’s Take
Managing Family Trusts
Rob Rikoon · 1999
65/100
👍 Worth It
A seasoned investment advisor writes from both sides of the trustee table, which gives this book a practical honesty most trust guides lack. The Wiley Financial Advisor pedigree and a named Charles Schwab president endorsement back the credentials. The catch is age: published in 1999, trust law has moved on, so treat it as a strategic orientation rather than a current legal reference.
✦ Penny’s Take — this is The Review Group’s own editorial assessment. Penny’s analytical review line researched this book from real sources and scored it across the lenses shown below. It’s an honest first-party read — not a page-by-page personal one. The gold ✓ Penny Tested mark is reserved for books Penny reads cover to cover herself.
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Show the math
Verdict receipt0–100
Faith & family safety85
Substance / usefulness68
Craft & writing70
Originality54
Evidence & accuracy78
Hype vs delivers76
Age-fit72
👁 Human-eye gut-check62
Penny’s verdict65
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