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The Wise Inheritor's Guide to Freedom from Wealth

2018-09-07 Business & Economics
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Release : 2018-09-07
Genre : Business & Economics
Kind : eBook
Book Rating : 531/5 ( reviews)

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Book Synopsis The Wise Inheritor's Guide to Freedom from Wealth by : Charles A. Lowenhaupt

Download or read book The Wise Inheritor's Guide to Freedom from Wealth written by Charles A. Lowenhaupt. This book was released on 2018-09-07. Available in PDF, EPUB and Kindle. Book excerpt: Wealth should never consume or imprison the wealth holder, but it can. This book provides solutions to the issues many wealth inheritors encounter, including problems with trust, family wealth secrets, and family legacy. The next generation may witness one of the largest transfers of wealth in history. By one estimate, millennials and Generation Z are set to inherit $30 trillion over the next 30 years. The sudden inheritance of significant wealth creates a variety of challenges that seem counterintuitive and can be difficult to understand and deal with, making inheritors of wealth feel isolated from friends and colleagues. Meanwhile, the wealth industry is fed by revenue paid by wealth owners, not inheritors, causing misalignment of priorities and generational conflict. The Wise Inheritor's Guide to Freedom from Wealth helps readers to put their new wealth in perspective, preparing them to lead inspired lives of self-actualization and freedom. As a third-generation wealth counselor and industry leader, Charles A. Lowenhaupt has helped wealth creators and inheritors to manage almost every imaginable challenge, including marital tension, family dysfunction, and addiction. Few people actually have the knowledge and experience to figure out the purpose of wealth and set it on its course. In this book, he helps wealth inheritors to develop a healthy relationship with wealth at a young age, thus enabling readers to live in harmony with both their wealth and their families.

The Wise Inheritor's Guide to Freedom from Wealth

2018-09-07 Business & Economics
Download The Wise Inheritor's Guide to Freedom from Wealth PDF Online Free

Author :
Release : 2018-09-07
Genre : Business & Economics
Kind : eBook
Book Rating : /5 ( reviews)

GET EBOOK


Book Synopsis The Wise Inheritor's Guide to Freedom from Wealth by : Charles A. Lowenhaupt

Download or read book The Wise Inheritor's Guide to Freedom from Wealth written by Charles A. Lowenhaupt. This book was released on 2018-09-07. Available in PDF, EPUB and Kindle. Book excerpt: Wealth should never consume or imprison the wealth holder, but it can. This book provides solutions to the issues many wealth inheritors encounter, including problems with trust, family wealth secrets, and family legacy. The next generation may witness one of the largest transfers of wealth in history. By one estimate, millennials and Generation Z are set to inherit $30 trillion over the next 30 years. The sudden inheritance of significant wealth creates a variety of challenges that seem counterintuitive and can be difficult to understand and deal with, making inheritors of wealth feel isolated from friends and colleagues. Meanwhile, the wealth industry is fed by revenue paid by wealth owners, not inheritors, causing misalignment of priorities and generational conflict. The Wise Inheritor's Guide to Freedom from Wealth helps readers to put their new wealth in perspective, preparing them to lead inspired lives of self-actualization and freedom. As a third-generation wealth counselor and industry leader, Charles A. Lowenhaupt has helped wealth creators and inheritors to manage almost every imaginable challenge, including marital tension, family dysfunction, and addiction. Few people actually have the knowledge and experience to figure out the purpose of wealth and set it on its course. In this book, he helps wealth inheritors to develop a healthy relationship with wealth at a young age, thus enabling readers to live in harmony with both their wealth and their families.

Navigating the Dark Side of Wealth

2003 Estate planning
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Release : 2003
Genre : Estate planning
Kind : eBook
Book Rating : /5 ( reviews)

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Book Synopsis Navigating the Dark Side of Wealth by : Thayer Cheatham Willis

Download or read book Navigating the Dark Side of Wealth written by Thayer Cheatham Willis. This book was released on 2003. Available in PDF, EPUB and Kindle. Book excerpt:

Freedom from Wealth: The Experience and Strategies to Help Protect and Grow Private Wealth

2011-09-23 Business & Economics
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Release : 2011-09-23
Genre : Business & Economics
Kind : eBook
Book Rating : 628/5 ( reviews)

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Book Synopsis Freedom from Wealth: The Experience and Strategies to Help Protect and Grow Private Wealth by : Charles Lowenhaupt

Download or read book Freedom from Wealth: The Experience and Strategies to Help Protect and Grow Private Wealth written by Charles Lowenhaupt. This book was released on 2011-09-23. Available in PDF, EPUB and Kindle. Book excerpt: Proven strategies for meeting the unique—and increasingly complex—challenges of private wealth management Whether you’re a money manager or managing your own wealth, Freedom from Wealth provides the tools you need to improve the management of a family fortune in today's increasingly globalized financial landscape. The authors reveal new, global, measurable standards to ensure that wealth is managed in accordance with industry best practices. They call for families to adopt the standards and name a Standards Director who can oversee their implementation, arguing that these standards help prevent the fraud and financial chicanery that produced the Madoff scandal and other recent wealth-management improprieties. Charles A. Lowenhaupt is the founder, chairman, president, and CEO of Lowenhaupt Global Advisors and a managing member of Lowenhaupt & Chasnoff, LLC, the first U.S. law firm to concentrate in tax law, which was established by his grandfather in 1908. Donald B. Trone is the CEO of Strategic Ethos and former Director of the U.S. Coast Guard Academy Institute for Leadership. In 2003, he was appointed by the U.S. Secretary of Labor to represent the investment counseling industry on the ERISA Advisory Council.

The Wise Inheritor

2003-06-10 Business & Economics
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Release : 2003-06-10
Genre : Business & Economics
Kind : eBook
Book Rating : 45X/5 ( reviews)

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Book Synopsis The Wise Inheritor by : Ann Perry

Download or read book The Wise Inheritor written by Ann Perry. This book was released on 2003-06-10. Available in PDF, EPUB and Kindle. Book excerpt: The complete guide for managing the financial, legal, and emotional issues of inheritances large and small. A death in the family is never easy, but receiving an inheritance, whether expected or not, can leave heirs feeling overwhelmed and even guilty at this change in their fortunes. Ann Perry’s insightful examination of the challenges make managing a bequest a little easier. Combining her practical know-how as a personal finance writer, the expertise of financial advisors, attorneys, and psychologists, and the wisdom gained from her personal inheritance experience, Perry deftly deals with such touchy subjects as selling the family homestead, divvying up property in “blended families,” parceling out heirlooms, dividing a family business, and sharing—or not sharing—an inheritance with a spouse. With refreshing candor, Perry addresses the guilt, grief, and unrealistic fantasies that can keep heirs from making the most of their windfalls, and also explores the unique, even life-changing, opportunities that a bequest can present. An excellent tool for estate planning, as well, this is essential reading for those who are writing their wills as well as those who are remembered in one.

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