Proven strategies for managing private wealth today
"In "Freedom from Wealth," Charles Lowenhaupt is selling wisdom
for emotionally intelligent wealth holders who want to beat the
odds that wealth can't bring happiness. Refreshing to read a book
that is as much about preserving harmony and balance as it is about
preserving wealth "
--Danny Meyer, author of "Setting the Table: The Transforming Power
of Hospitality in Business"
"When an entrepreneur discovers that the 'struggle' to grow an
enterprise was in fact one of the most exhilarating and meaningful
experiences life can offer, making sound decisions about
inheritance and trusts becomes easier. Charles Lowenhaupt asks the
question few other advisors dare to, namely, 'What is the purpose
of your wealth?' "Freedom from Wealth" tackles this question and is
a tribute to the possibilities of a meaningful legacy--and
life--along with a how-to guide on best practices for wealthy
families."
--Charlotte B. Beyer, founder and CEO, Institute for Private
Investors
"What is wealth for? . . . Lowenhaupt and Trone pose this
question and offer superb methods for helping wealth owners answer
it--and then provide the systems required to purposefully achieve
that answer. I will be sharing this book with the families I still
help and with their single family office leaders. I will require
them to read it."
--James E. Hughes Jr., author of "Family Wealth"
""Freedom from Wealth" is a remarkable book that reflects on
issues that wealthy clients face every day. The authors have taken
an innovative approach to using philanthropy as a way to create
healthy families."
--Charles W. Collier, Senior Philanthropic Advisor, Harvard
University, and author of "Wealth in Families"
About the Book:
The conventional wisdom is that the ultra wealthy get and stay
that way by being smart about their money. In fact, families of
significant wealth often neglect the simplest but most profound
question in managing the family fortune: What is the wealth
for?
"Freedom from Wealth" provides a detailed road map for managing
fortunes across generations. Charles Lowenhaupt, one of the world's
most respected experts on family wealth, and Don Trone, one of
Investment Advisor's "30 most influential people in financial
services," bring to life the wealth management lessons learned by
some of the world's richest individuals and families.
Drawing on decades of experience, the authors offer an insider's
perspective and share best practices to help you manage your or
your family's wealth. Rich in detail and insight, "Freedom from
Wealth" offers a thorough, step-by-step process that individuals
and their advisors can apply to investment management, governance,
succession planning, education, and philanthropy.
Written in an accessible, conversational language, "Freedom from
Wealth" shows private wealth holders, their families, and their
professional advisors how to: Develop clear principles to outline
the purposes of wealth across every aspect of life and across
generations Formulate a set of standards--a "business plan"--based
on family principles Select and work with a Standards Director who
can effectively create, implement, and monitor the standards
Protect wealth by carefully executing due diligence Implement the
same processes and infrastructure that institutional investors--the
smart money-- have always used
"Freedom from Wealth" comes with valuable tools such as a model
Private Wealth Policy Statement and a Self-Assessment Instrument
that allow you to measure the success of your wealth management
programs.
Apply the methods of "Freedom from Wealth" to ensure that family
money actually works for the family.
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