Beyond success : building a personal, financial, and philanthropic legacy /
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
| Main Author: | |
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| Corporate Author: | |
| Format: | Book |
| Language: | English |
| Published: |
New York :
McGraw-Hill,
[2008], ©2008
New York : c2008 |
| Subjects: |
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| 100 | 1 | |a Ottinger, Randall J |0 http://viaf.org/viaf/sourceID/LC|no2008013908 | |
| 100 | 1 | |a Ottinger, Randall J | |
| 245 | 0 | 0 | |a Beyond success : |b building a personal, financial, and philanthropic legacy / |c Randall J. Ottinger |
| 260 | |a New York : |b McGraw-Hill, |c [2008], ©2008 | ||
| 260 | |a New York : |b McGraw-Hill, |c c2008 | ||
| 300 | |a xxiv, 329 p. ; |c 24 cm | ||
| 300 | |a xxiv, 329 pages ; |c 24 cm | ||
| 336 | |a text |b txt |2 rdacontent | ||
| 337 | |a unmediated |b n |2 rdamedia | ||
| 338 | |a volume |b nc |2 rdacarrier | ||
| 504 | |a Includes bibliographical references and index | ||
| 505 | 0 | |a 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 | |
| 505 | 0 | 0 | |t Preface: More Than 'Just Passing Through" -- |t Introduction: Building a Personal Legacy Out of a $100 Trillion Megatrend -- |g Part I |t The Journey Beyond Success-To Significance -- |t Section: Crossing the Wealth Divide -- |g Chapter 1. |t The Success Junction -- |g Chapter 2. |t The Significance Junction -- |g Chapter 3. |t The Generational Junction -- |t Section: Navigating the Valleys Where Things Go Wrong -- |g Chapter 4. |t Leadership Valleys -- |g Chapter 5. |t Family Valleys -- |g Chapter 6. |t Adviser Valleys -- |t Section: Climbing the Mountains to Legacy Excellence -- |g Chapter 7. |t Summiting the Wealth Mountains -- |g Chapter 8. |t Summiting the Philanthropy Mountains -- |g Chapter 9. |t Summiting the Family Mountains -- |g Part II. |t Road Map for Legacy Leaders -- |t Section: Self-Actualization Practices -- |g Chapter 10. |t Practice 1: Pulling Off the Road and Visioning Your Purpose -- |g Chapter 11. |t Practice 2: Researching the Terrain and Developing a Route Map -- |g Chapter 12. |t Building a Plan for Self-Actualization -- |t Section: Social Impact Practices -- |g Chapter 13. |t Practice 3: Applying Your Learned and Innate Skills Close to Home -- |g Chapter 14. |t Practice 4: Packing More than Your Wallet and Keys -- |g Chapter 15. |t Practice 5: Acting with Others -- |g Chapter 16. |t Building a Plan for Social Impact -- |t Section: Generational Family Practices -- |g Chapter 17. |t Practice 6: Preparing Others to Take the Wheel -- |g Chapter 18. |t Practice 7: Constructing Family Communication Lines and Bridges -- |g Chapter 19. |t Practice 8: Building a Brain Trust -- |g Chapter 20. |t Building A Plan for Generations -- |g Part III. |t Doing Well and Doing Good-Industry Transformations -- |g Chapter 21. |t The Transformation of Philanthropy -- |g Chapter 22. |t The Transformation of the Wealth Advisory Industry. |
| 520 | |a 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 | ||
| 650 | 0 | |a Charities | |
| 650 | 0 | |a Deferred giving |z United States |x Planning | |
| 650 | 0 | |a Family foundations | |
| 650 | 0 | |a Finance, Personal |z United States | |
| 650 | 0 | |a Gifts causa mortis |z United States | |
| 650 | 0 | |a Leadership | |
| 650 | 0 | |a Social entrepreneurship | |
| 650 | 0 | |a Success | |
| 650 | 0 | |a Wealth |x Moral and ethical aspects |z United States | |
| 710 | 2 | |a Dorothea F. Peterjohn Leadership Collection |5 NcD-B | |
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