BN.com Gift Guide

Beyond Success: Building a Personal, Financial, and Philanthropic Legacy

Overview

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 ...

See more details below
Other sellers (Hardcover)
  • All (35) from $1.99   
  • New (7) from $18.61   
  • Used (28) from $1.99   
Beyond Success: Building a Personal, Financial, and Philanthropic Legacy: Building a Personal, Financial, and Philanthropic Legacy

Available on NOOK devices and apps  
  • NOOK Devices
  • Samsung Galaxy Tab 4 NOOK 7.0
  • Samsung Galaxy Tab 4 NOOK 10.1
  • NOOK HD Tablet
  • NOOK HD+ Tablet
  • NOOK eReaders
  • NOOK Color
  • NOOK Tablet
  • Tablet/Phone
  • NOOK for Windows 8 Tablet
  • NOOK for iOS
  • NOOK for Android
  • NOOK Kids for iPad
  • PC/Mac
  • NOOK for Windows 8
  • NOOK for PC
  • NOOK for Mac
  • NOOK for Web

Want a NOOK? Explore Now

NOOK Book (eBook)
$17.99
BN.com price
(Save 43%)$32.00 List Price

Overview

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.

Read More Show Less

Product Details

  • ISBN-13: 9780071496766
  • Publisher: McGraw-Hill Professional Publishing
  • Publication date: 9/14/2007
  • Edition number: 1
  • Pages: 320
  • Product dimensions: 6.30 (w) x 9.10 (h) x 1.23 (d)

Meet the Author

Randall J. Ottinger has been a leader in business, social entrepreneurship, and philanthropy for over 25 years. He is a former high-tech executive and a past Senior Vice President for Bank of America in its Private Bank, where he was involved in their family office initiatives. Mr. Ottinger is the founder of LMR Advisors, a wealth and philanthropy consulting firm, where he advises wealthy clients and financial firms on best wealth, philanthropy, and legacy practices. He is also an active member of Young President's Organization, Advisors In Philanthropy, and Social Venture Partners, as well as a graduate of Cornell University and Harvard Business School.

Read More Show Less

Table of Contents


Foreword     xv
Preface: More Than 'Just Passing Through"     xvii
Acknowledgments     xxiii
Introduction: Building a Personal Legacy Out of a {dollar}100 Trillion Megatrend     1
The Journey Beyond Success-To Significance     11
Section: Crossing the Wealth Divide     13
The Success Junction     19
The Significance Junction     31
The Generational Junction     43
Section: Navigating the Valleys Where Things Go Wrong     53
Leadership Valleys     57
Family Valleys     65
Adviser Valleys     73
Section: Climbing the Mountains to Legacy Excellence     83
Summiting the Wealth Mountains     95
Summiting the Philanthropy Mountains     103
Summiting the Family Mountains     113
Road Map for Legacy Leaders     123
Section: Self-Actualization Practices     129
Practice 1: Pulling Off the Road and Visioning Your Purpose     133
Practice 2: Researching the Terrain and Developing a Route Map     141
Building a Plan for Self-Actualization     153
Section: Social Impact Practices     171
Practice 3: Applying Your Learned and Innate Skills Close to Home     175
Practice 4: Packing More than Your Wallet and Keys     185
Practice 5: Acting with Others     195
Building a Plan for Social Impact     205
Section: Generational Family Practices     217
Practice 6: Preparing Others to Take the Wheel     221
Practice 7: Constructing Family Communication Lines and Bridges     233
Practice 8: Building a Brain Trust     243
Building A Plan for Generations     253
Doing Well and Doing Good-Industry Transformations     277
The Transformation of Philanthropy     281
The Transformation of the Wealth Advisory Industry     297
Endnotes     307
Index     317
Read More Show Less

Customer Reviews

Be the first to write a review
( 0 )
Rating Distribution

5 Star

(0)

4 Star

(0)

3 Star

(0)

2 Star

(0)

1 Star

(0)

Your Rating:

Your Name: Create a Pen Name or

Barnes & Noble.com Review Rules

Our reader reviews allow you to share your comments on titles you liked, or didn't, with others. By submitting an online review, you are representing to Barnes & Noble.com that all information contained in your review is original and accurate in all respects, and that the submission of such content by you and the posting of such content by Barnes & Noble.com does not and will not violate the rights of any third party. Please follow the rules below to help ensure that your review can be posted.

Reviews by Our Customers Under the Age of 13

We highly value and respect everyone's opinion concerning the titles we offer. However, we cannot allow persons under the age of 13 to have accounts at BN.com or to post customer reviews. Please see our Terms of Use for more details.

What to exclude from your review:

Please do not write about reviews, commentary, or information posted on the product page. If you see any errors in the information on the product page, please send us an email.

Reviews should not contain any of the following:

  • - HTML tags, profanity, obscenities, vulgarities, or comments that defame anyone
  • - Time-sensitive information such as tour dates, signings, lectures, etc.
  • - Single-word reviews. Other people will read your review to discover why you liked or didn't like the title. Be descriptive.
  • - Comments focusing on the author or that may ruin the ending for others
  • - Phone numbers, addresses, URLs
  • - Pricing and availability information or alternative ordering information
  • - Advertisements or commercial solicitation

Reminder:

  • - By submitting a review, you grant to Barnes & Noble.com and its sublicensees the royalty-free, perpetual, irrevocable right and license to use the review in accordance with the Barnes & Noble.com Terms of Use.
  • - Barnes & Noble.com reserves the right not to post any review -- particularly those that do not follow the terms and conditions of these Rules. Barnes & Noble.com also reserves the right to remove any review at any time without notice.
  • - See Terms of Use for other conditions and disclaimers.
Search for Products You'd Like to Recommend

Recommend other products that relate to your review. Just search for them below and share!

Create a Pen Name

Your Pen Name is your unique identity on BN.com. It will appear on the reviews you write and other website activities. Your Pen Name cannot be edited, changed or deleted once submitted.

 
Your Pen Name can be any combination of alphanumeric characters (plus - and _), and must be at least two characters long.

Continue Anonymously

    If you find inappropriate content, please report it to Barnes & Noble
    Why is this product inappropriate?
    Comments (optional)