Wealth should never consume or imprison the wealth holder, but it can. This book provides solutions to the issues many wealth inheritors encounter, including problems with trust, family wealth secrets, and family legacy. The next generation may witness one of the largest transfers of wealth in history. By one estimate, millennials and Generation Z are set to inherit $30 trillion over the next 30 years. The sudden inheritance of significant wealth creates a variety of challenges that seem counterintuitive and can be difficult to understand and deal with, making inheritors of wealth feel isolated from friends and colleagues. Meanwhile, the wealth industry is fed by revenue paid by wealth owners, not inheritors, causing misalignment of priorities and generational conflict. The Wise Inheritor's Guide to Freedom from Wealth helps readers to put their new wealth in perspective, preparing them to lead inspired lives of self-actualization and freedom. As a third-generation wealth counselor and industry leader, Charles A. Lowenhaupt has helped wealth creators and inheritors to manage almost every imaginable challenge, including marital tension, family dysfunction, and addiction. Few people actually have the knowledge and experience to figure out the purpose of wealth and set it on its course. In this book, he helps wealth inheritors to develop a healthy relationship with wealth at a young age, thus enabling readers to live in harmony with both their wealth and their families.

Proven strategies for meeting the unique—and increasingly complex—challenges of private wealth management Whether you’re a money manager or managing your own wealth, Freedom from Wealth provides the tools you need to improve the management of a family fortune in today's increasingly globalized financial landscape. The authors reveal new, global, measurable standards to ensure that wealth is managed in accordance with industry best practices. They call for families to adopt the standards and name a Standards Director who can oversee their implementation, arguing that these standards help prevent the fraud and financial chicanery that produced the Madoff scandal and other recent wealth-management improprieties. Charles A. Lowenhaupt is the founder, chairman, president, and CEO of Lowenhaupt Global Advisors and a managing member of Lowenhaupt & Chasnoff, LLC, the first U.S. law firm to concentrate in tax law, which was established by his grandfather in 1908. Donald B. Trone is the CEO of Strategic Ethos and former Director of the U.S. Coast Guard Academy Institute for Leadership. In 2003, he was appointed by the U.S. Secretary of Labor to represent the investment counseling industry on the ERISA Advisory Council.

Finish well. That is what we are called to do in Scripture, but where will our money and possessions finish? The Bible has the principles that provide answers to the challenge of parenting and passing along an in heritage. Within the next decade, over ONE TRILLION DOLLARS will change hands from one generation to the next. Individuals with adult children will need to transfer that wealth without ruining their heirs' lives. Ron Blue, an authority on personal and business finance, will help: ~Identify exactly how much money would be transferred were the reader to die today ~Identify the need for creating a will ~Identify tax-wise financial planning ~Teach the way to leave money without creating an unhealthy dependence

The complete guide for managing the financial, legal, and emotional issues of inheritances large and small. A death in the family is never easy, but receiving an inheritance, whether expected or not, can leave heirs feeling overwhelmed and even guilty at this change in their fortunes. Ann Perry’s insightful examination of the challenges make managing a bequest a little easier. Combining her practical know-how as a personal finance writer, the expertise of financial advisors, attorneys, and psychologists, and the wisdom gained from her personal inheritance experience, Perry deftly deals with such touchy subjects as selling the family homestead, divvying up property in “blended families,” parceling out heirlooms, dividing a family business, and sharing—or not sharing—an inheritance with a spouse. With refreshing candor, Perry addresses the guilt, grief, and unrealistic fantasies that can keep heirs from making the most of their windfalls, and also explores the unique, even life-changing, opportunities that a bequest can present. An excellent tool for estate planning, as well, this is essential reading for those who are writing their wills as well as those who are remembered in one.

The International Bestseller New York Public Library's "Top 10 Think Thrifty Reads of 2023" "This book blew my mind. More importantly, it made financial independence seem achievable. I read Financial Freedom three times, cover-to-cover." —Lifehacker Money is unlimited. Time is not. Become financially independent as fast as possible. In 2010, 24-year old Grant Sabatier woke up to find he had $2.26 in his bank account. Five years later, he had a net worth of over $1.25 million, and CNBC began calling him "the Millennial Millionaire." By age 30, he had reached financial independence. Along the way he uncovered that most of the accepted wisdom about money, work, and retirement is either incorrect, incomplete, or so old-school it's obsolete. Financial Freedom is a step-by-step path to make more money in less time, so you have more time for the things you love. It challenges the accepted narrative of spending decades working a traditional 9 to 5 job, pinching pennies, and finally earning the right to retirement at age 65, and instead offers readers an alternative: forget everything you've ever learned about money so that you can actually live the life you want. Sabatier offers surprising, counter-intuitive advice on topics such as how to: * Create profitable side hustles that you can turn into passive income streams or full-time businesses * Save money without giving up what makes you happy * Negotiate more out of your employer than you thought possible * Travel the world for less * Live for free--or better yet, make money on your living situation * Create a simple, money-making portfolio that only needs minor adjustments * Think creatively--there are so many ways to make money, but we don't see them. But most importantly, Sabatier highlights that, while one's ability to make money is limitless, one's time is not. There's also a limit to how much you can save, but not to how much money you can make. No one should spend precious years working at a job they dislike or worrying about how to make ends meet. Perhaps the biggest surprise: You need less money to "retire" at age 30 than you do at age 65. Financial Freedom is not merely a laundry list of advice to follow to get rich quick--it's a practical roadmap to living life on one's own terms, as soon as possible.

"The practical principles in Your Money Map are powerful and life-changing because are they based on the Bible. My only regret is that I did not read it twenty years ago. Don’t make the same mistake!" —Joe Gibbs, former NFL head coach and founder of NASCAR’s Joe Gibbs Racing This book will transform your finances . . . and your life. When you learn what the God of the universe says about handling money—and apply it—everything changes. Your Money Map shows you how. This biblical and practical guide is for everyone—single or married, young or old, whether you earn a little or a lot. It helps you: Frame your finances within God’s big picture Determine and change the trajectory of your financial situation Establish and follow 7 steps for wise stewardship. Follow the principles in Your Money Map toward financial freedom and you will know a joy, peace, and confidence about your finances that few ever do. Includes discussion questions, tools, and resources to help you put the book into practice.