عنوان

Beyond success :

0071496769

9780071496766

b746529

Beyond success :

[Book]

building a personal, financial, and philanthropic legacy /

Randall J. Ottinger.

New York :

McGraw-Hill,

©2008.

xxiv, 329 pages :

illustrations ;

24 cm

Includes bibliographical references (pages 307-315) and index.

Introduction : Building a personal legacy out of a $100 trillion megatrend -- The success junction -- The significance junction -- The generational junction -- Leadership valleys -- Family valleys -- Adviser valleys -- Summiting the wealth mountains -- Summiting the philanthropy mountains -- Summiting the family mountains -- Practice 1 : pulling off the road and visioning your purpose -- Practice 2 : researching the terrain and developing a route map -- Building a plan for self-actualization -- Practice 3 : applying your learned and innate skills close to home -- Practice 4 : Packing more than your wallet and keys -- Practice 5 : acting with others -- Building a plan for social impact -- Practice 6 : preparing others to take the wheel -- Practice 7 : constructing family communication lines and bridges -- Practice 8 : building a brain trust -- Building a plan for generations -- The transformation of philanthropy -- The transformation of the wealth advisory industry.

0

This is the first comprehensive guide to establishing a meaningful financial and family legacy. The 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.

Deferred giving-- United States-- Planning.

Finance, Personal-- United States.

Gifts causa mortis-- United States.

Wealth-- Moral and ethical aspects-- United States.

Finance, Personal.

Gifts causa mortis.

Wealth-- Moral and ethical aspects.

United States.

7

Ottinger, Randall J.

20201204064044.0

[Book]

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