| Document Type
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BL
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| Record Number
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992159
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| Doc. No
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b746529
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| Main Entry
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Ottinger, Randall J.
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| Title & Author
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Beyond success : : building a personal, financial, and philanthropic legacy /\ Randall J. Ottinger.
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| Publication Statement
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New York :: McGraw-Hill,, ©2008.
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| Page. NO
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xxiv, 329 pages :: illustrations ;; 24 cm
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| ISBN
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0071496769
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: 9780071496766
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| Bibliographies/Indexes
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Includes bibliographical references (pages 307-315) and index.
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| Contents
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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.
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| Abstract
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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.
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| Subject
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Deferred giving-- United States-- Planning.
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Finance, Personal-- United States.
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Gifts causa mortis-- United States.
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Wealth-- Moral and ethical aspects-- United States.
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Finance, Personal.
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Gifts causa mortis.
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Wealth-- Moral and ethical aspects.
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United States.
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| Dewey Classification
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361.74
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| LC Classification
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HB835.O88 2008
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