Beyond Success: Building a Personal, Financial, and Philanthropic Legacy

Beyond Success: Building a Personal, Financial, and Philanthropic Legacy PDF Author: Randy Ottinger
Publisher: McGraw Hill Professional
ISBN: 0071595821
Category : Business & Economics
Languages : en
Pages : 359

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Book Description
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.

Beyond Success: Building a Personal, Financial, and Philanthropic Legacy

Beyond Success: Building a Personal, Financial, and Philanthropic Legacy PDF Author: Randy Ottinger
Publisher: McGraw Hill Professional
ISBN: 0071595821
Category : Business & Economics
Languages : en
Pages : 359

Get Book

Book Description
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.

When Success Isn't Enough

When Success Isn't Enough PDF Author: Robert Keith Musgrave
Publisher: Dr Robb Musgrave
ISBN: 0980616506
Category : Decedents' estates
Languages : en
Pages : 116

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Book Description


The Legacy Family

The Legacy Family PDF Author: Lee Hausner
Publisher: Macmillan
ISBN: 9780230618923
Category : Business & Economics
Languages : en
Pages : 232

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Book Description
Though statistics indicate that trillions of dollars will be transferred to the younger generation in the next 50 years, the recipients of that inherited wealth are unlikely to preserve and pass on their inheritance intact. Faced with this prospect, many families today wonder how to successfully transmit to their progeny their own capacity, connections, compassion, and competency that built the original wealth, so that future generations can enjoy these same advantages, and more. The Legacy Family, written by two experts in the field, will provide readers with a roadmap for detailing how to leave family wealth and more importantly, legacy, intact. Readers will learn a variety of skills, from how to articulate a collective vision for the future that can be embraced by all family members to the importance of creating a process so that future generations can help each member shape their own future, while nourishing their close family bonds. This is must reading for any family that wishes to ensure that their future generations have a solid foundation on which to build successful lives.

The Foundation

The Foundation PDF Author: Joel L. Fleishman
Publisher: PublicAffairs
ISBN: 1586485385
Category : History
Languages : en
Pages : 464

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Book Description
Foundations are a peculiarly American institution. They have been the dynamo of social change since their invention at the beginning of the last century. Yet they are cloaked in secrecy -- their decision-making and operations are inscrutable to the point of obscurity-leaving them substantially unaccountable to anyone. Joel Fleishman has been in and around foundations for almost half a century . . . running them, sitting on their boards, and seeking grants from them. And in this groundbreaking book he explains the history of foundations, tells the stories of the most successful foundation initiatives -- and of those that have failed -- and explains why it matters. The baby boomer generation is going to participate in the largest transfer of wealth in history when it passes on its assets to its successor generation. The third sector is about to become more powerful than ever. This book shows how foundations can provide a vital spur to the engine of the American, and the world's, economy -- if they are properly established and run.

Beyond the Berkshire Hathaway

Beyond the Berkshire Hathaway PDF Author: Lagang
Publisher:
ISBN: 9787936041536
Category : Self-Help
Languages : en
Pages : 0

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Book Description
Title: "Buffett's Legacy: Wisdom, Wealth, and a Changing World" Description: Embark on a captivating journey through the life and legacy of Warren Buffett in "Buffett's Legacy." This insightful exploration navigates the financial genius of the Oracle of Omaha, unraveling the secrets behind his unparalleled success with Berkshire Hathaway. From his groundbreaking investment strategies to the cultural impact of the conglomerate, each chapter unveils a facet of Buffett's enduring influence. Delve into the philanthropic journey of one of the world's most successful investors, exploring how Buffett's commitment to giving back has shaped the global landscape of philanthropy. Discover the unique leadership style that transformed Berkshire Hathaway into a cultural icon, and explore the challenges and opportunities facing finance in the 21st century. As the legacy of Warren Buffett unfolds, readers are invited to reflect on timeless principles, adapt to a changing world, and consider the power of collaboration and sustained philanthropy. "Buffett's Legacy" is a compelling narrative that goes beyond finance, offering valuable insights for individuals navigating their own journeys in a dynamic and ever-evolving world.

Unlocking The Secret Of Multi-Millionaires

Unlocking The Secret Of Multi-Millionaires PDF Author: Paramaguru Kandasamy
Publisher: Pustaka Digital Media
ISBN:
Category : Fiction
Languages : en
Pages : 146

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Book Description
In today's society, the allure of wealth and financial success is undeniable. Many people aspire to attain the status of a multi-millionaire, but few understand the secrets and strategies behind their achievements. This article aims to delve into the world of multi-millionaires, uncovering the key principles and habits that have propelled them to extraordinary financial success. By examining their mindset, decision-making processes, and unique approaches, we can gain valuable insights that may inspire and guide our own journeys towards financial abundance.

The Perfect Legacy

The Perfect Legacy PDF Author: Russ Alan Prince
Publisher:
ISBN:
Category : Social Science
Languages : en
Pages : 96

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Book Description


Generational Wealth: Strategies for Success

Generational Wealth: Strategies for Success PDF Author: Kraig Blomme
Publisher: Kraig Blomme
ISBN:
Category : Business & Economics
Languages : en
Pages : 45

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Book Description
"Generational Wealth: Strategies for Success" is a book that offers many strategies for creating wealth for a journey towards achieving financial stability and security. Having grown up in a modest household, the author was determined to save and spend wisely, exploring different methods of building wealth. However, it was through acquiring rental properties that the author found his true calling and was able to achieve financial freedom through passive income. This book is a guide for anyone looking to build generational wealth and create a brighter financial future for themselves and their loved ones. Through sharing my insights and lessons learned, my hope is to inspire and encourage readers to take action towards their own financial goals.

Financial Success in the Year 2000 and Beyond

Financial Success in the Year 2000 and Beyond PDF Author: Larry Chambers
Publisher: CRC Press
ISBN: 9781574442588
Category : Business & Economics
Languages : en
Pages : 336

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Book Description
Today's investor faces a much larger challenge than those of just ten years ago. The size and complexities of the financial marketplace create confusion. The Dow Jones industrial average has doubled in the past two and a half years, and 10,000 on the Dow is no longer a fantasy. Money keeps flooding into the market. The New York Stock Exchange daily trading volume is four times that of 1990. Financial Success in the Year 2000 and Beyond covers financial planning and asset management, the fastest growing segments of the financial services industry. In the old days, highly commissioned salesmen would simply tell their clients what products to buy. Today, there are infinitely more choices and investments options to sort through and be concerned about. Technology has put complex investing tools into the hands of ordinary people, without good advice on how to use them. Never have so many people experienced so much control over their financial futures, yet felt a need for so much help. Applying lessons learned from past mistakes is hard and discouraging. Most people become investors without the wisdom of experience, getting the tests without first getting the lessons. Financial Success in the Year 2000 and Beyond explores virtually every aspect of financial planning and dispels many of the myths and mysteries surrounding investing and investments. The Experts include: Dennis R. Fletcher, CLU, ChFC, Oshkosh, WI , Joseph D. Longo, CLU, CFP, LUTCF, LIC, Troy, MI, Tom Nohr, CFP, RFC, Castro Valley, CA, Floyd L. Shilanski, Anchorage, AK, Robert Lyndon Taylor, LUTCF, Oklahoma City, OK, Michael P. Eischen, Columbus, OH, Lance A. Pelky, San Diego, CA, David W. Shepherd, RHU, ChFC , Tucson, AZ, Terry A. Vrieze, Des Moines, Iowa, Larry Rosenthal, RFC, LUTCF, Manassas, VA, William J. (Bill) Nelson, RFC, Cayton, OH, David S. White, Durham, NC, Mark Young, St Lewis, MO

Path to Prosperity

Path to Prosperity PDF Author: Valerio Arrighini
Publisher: BoD – Books on Demand
ISBN: 3757898672
Category : Self-Help
Languages : en
Pages : 81

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Book Description
Path to Prosperity: Mastering the Art of Financial Freedom, is a comprehensive guide to achieving financial independence and creating a life of wealth and abundance. The book covers essential topics such as developing a wealth mindset, setting financial goals, creating a plan, budgeting, saving and investing, reducing debt, managing credit, building multiple streams of income, tax planning, risk management, insurance, retirement planning, and philanthropy. Throughout the book, the author shares practical techniques, real-life examples, and actionable recommendations to help readers achieve financial freedom. By following the principles and strategies outlined in the book, readers will be well-equipped to overcome financial obstacles, build a solid foundation for financial success, and embrace a life of financial freedom.