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.
作者简介:
Randall J. Ottinger has been involved in business, social entrepreneurship, and philanthropy for over 25 years. He is cofounder of LMR Advisors, which provides strategic philanthropy and legacy advisory services to individuals, wealth advisory firms, and social enterprises. Prior to starting LMR Advisors, Mr. Ottinger was involved in the private bank of Bank of America advising large family offices, and spent more than 20 years as an executive in high-tech companies. Mr. Ottinger is also a key investment executive in the Ottinger-Heath family office, and cochairman of the Ottinger Foundation. Recently, Mr. Ottinger has founded a social enterprise called the Wealth Impact Network (WIN), which is developing a market-based approach to philanthropy based on Mr. Ottinger's research into the application of portfolio theory to philanthropy. Mr. Ottinger has a BA from Cornell University and an MBA from Harvard Business School. He is a member of Young President's Organization, Social Venture Partners, and Advisors in Philanthropy. For more information please go to www.beyondsuccesslegacy.com.