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CITATION

Lowenhaupt, Charles and Trone, Don. Freedom from Wealth: The Experience and Strategies to Help Protect and Grow Private Wealth. US: McGraw-Hill, 2011.

Freedom from Wealth: The Experience and Strategies to Help Protect and Grow Private Wealth

Authors: Charles Lowenhaupt and Don Trone

Published:  September 2011

eISBN: 9780071777629 0071777628 | ISBN: 9780071777636
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  • Contents
  • Acknowledgments
  • Overview
  • The Principles of Wealth Management
  • PART 1 Reflections on Wealth Management
  • 1 What Is the Wealth For?
  • 2 Freedom from Wealth
  • 3 Individuality and Wealth
  • 4 The Importance of Comfort
  • 5 The Importance of Strategy: Overview
  • 6 The Importance of Strategy: Philanthropy
  • 7 The Importance of Strategy: Investment Policies
  • 8 The Importance of Strategy: Capitalization
  • 9 The Importance of Strategy: Governance
  • 10 The Importance of Strategy: Family Legacy and Values
  • 11 The Importance of Strategy: Next Generation Education
  • 12 The Role of Wealth Management Standards
  • 13 The Transition from Reflections to Implementation
  • PART 2 Principles of Wealth Management for Private Wealth Holders and Related Parties
  • 14 The Standards Director
  • 15 The Ethos Decision-Making Framework
  • 16 Step 1: Analyze
  • 17 Step 2: Strategize
  • 18 Step 3: Formalize
  • 19 Step 4: Implement
  • 20 Step 5: Monitor
  • 21 Assessment Procedures
  • Appendix Sample Private Wealth Policy Statement (PWPS)
  • Index