Charles Lowenhaupt: 2 books

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...

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...