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Beyond Success: Building a Personal, Financial, and Philanthropic Legacy Building a Personal, Financial, and Philanthropic Legacy (Hardcover)

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Product Details:

Format: Hardcover
ISBN-10: 0071496769
ISBN-13: 9780071496766
Sku: 204699774
Publish Date: 9/1/2007
Dimensions:  (in Inches) 9.25H x 6.5L x 1T
Pages:  329
Age Range:  NA
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Techniques and strategies to build and preserve a legacy-whether you've reached your financial goals, are advising others on wealth management, or managing a foundation

"Beyond Success" is the first comprehensive guide to establishing a meaningful financial and family legacy. Influential wealth advisor Randy Ottinger has combined his personal experience with wisdom culled from hundreds of compelling interviews with legacy leaders and executives.

These insights contribute to a roadmap for building a legacy that will bring you personal fulfillment, external philanthropic impact, and lasting positive results for your family. At the same time, it safeguards your children-keeping them motivated, self-directed, and self-sufficient.

From the Publisher:

You've worked hard to achieve financial success, and now you want to leave a legacy. You want to know how others like you have made a positive impact with their time and assets. You want to safeguard your money, help others, and do the best for your children-without ruining their motivation to make their own way in the world. But ultimately, you want your contributions to matter.

Beyond Success is the first thorough guide that assists individuals with the achievement of a meaningful and lasting financial, philanthropic, and generational family legacy. As a financial and philanthropic expert, Randall Ottinger combines his personal experiences in both fields with extensive research that draws on insights from hundreds of legacy leaders such as Bill Gates Sr., Jeff Brotman of Costco, and Sandy Weill of Citigroup, as well as thought leaders and advisors in the philanthropy and family wealth professions.

Ottinger reveals best practices and strategies you can adopt to:

  • Turn money into a meaningful and fulfilling legacy
  • Make wealth a positive force in your family
  • Avoid the common pitfalls of family wealth transfers
  • Prepare children for money
  • Achieve social impact through “portfolio” philanthropy practices
  • Preserve wealth, values, and enterprises across future generations

Ottinger develops a legacy planning framework to help translate your goals into measurable action steps for achieving the highest levels of personal fulfillment and social impact. He also provides insights into the latest trends in philanthropy, and examines the likely impact on the civil sector of the $100 trillion of wealth that is transferring from today's baby boomers to future generations.

Product Attributes
Product attributeBook Format:   Hardcover
Product attributeNumber of Pages:   0329
Product attributePublisher:   McGraw-Hill
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