Legacy on the Line: A Guide to Overcoming the Blind Spots That Threaten Your Wealth - Couverture rigide

Baumann Lustig, Andrea

 
9781394348824: Legacy on the Line: A Guide to Overcoming the Blind Spots That Threaten Your Wealth
Couverture rigide
ISBN 10 : 1394348827 ISBN 13 : 9781394348824
Editeur : John Wiley & Sons Inc, 2026

Synopsis

A powerful guide to crafting a legacy that lasts for generations

In Legacy on the Line: Overcome Blind Spots to Grow and Transfer Your Wealth, sixth-generation wealth adviser and Managing Partner of Fischer Stralem Advisors, Andrea Baumann Lustig shares 30 years of insights working with families to help build and transfer wealth. With the largest wealth transfer in history―$124 trillion―underway, many families risk losing their legacy not through lack of resources, but through unexamined beliefs that quietly undermine their financial future.

This book reveals 10 common blind spots that sabotage legacy planning―convictions so deeply held they go unchallenged, often leading to missed opportunities, increased risk, and unnecessary costs.

Inside the book:

  • How emotional loyalty, fragmented advice, and overconfidence can prevent you from getting the strategic guidance you truly need.
  • Why chasing returns, ignoring certain assets, or delaying planning can sabotage long-term growth and financial security.
  • How silence around your intentions, lack of philanthropic strategy, or fear of change can fracture your legacy and limit its impact.

Perfect for everyone ready to take control of their financial future and prepare a legacy for their children and grandchildren, Legacy on the Line is a powerful resource offering you the agency, confidence, information, and direction you need to write your own story.

Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.

À propos de l'auteur

Andrea Baumann Lustig is a Managing Partner of Fischer Stralem Advisors, a wealth management practice within Hightower Advisors. The sixth generation in her family to lead a wealth management firm―her great-great-great-grandfather founded Banque Levy in France in 1810―she has been recognized as a Forbes "Top Women Wealth Advisor: Best-In-State" for five consecutive years.

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.

Éditeur
John Wiley & Sons Inc
Date d'édition
2026
Langue
anglais
ISBN 10 
1394348827
ISBN 13 
9781394348824
Reliure
Relié
Nombre de pages
320
Coordonnées du fabricant
non disponible
Personne responsable
non disponible