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

Business & Finance, Human Resources & Personnel Management, Training, Finance & Investing, Finance
Cover of the book Freedom from Wealth: The Experience and Strategies to Help Protect and Grow Private Wealth by Charles Lowenhaupt, Don Trone, McGraw-Hill Education
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Author: Charles Lowenhaupt, Don Trone ISBN: 9780071777629
Publisher: McGraw-Hill Education Publication: September 23, 2011
Imprint: McGraw-Hill Education Language: English
Author: Charles Lowenhaupt, Don Trone
ISBN: 9780071777629
Publisher: McGraw-Hill Education
Publication: September 23, 2011
Imprint: McGraw-Hill Education
Language: English

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.

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

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.

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