Legacy on the Line by Andrea Baumann Lustig (.ePUB)+
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Legacy on the Line: Overcome Blind Spots to Grow and Transfer Your Wealth by Andrea Baumann Lustig
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Overview: A powerful guide to crafting a legacy that lasts for generations
In Legacy on the Line: Overcome Blind Spots to Grow and Transfer Your Wealth, sixth-generation wealth adviser and Managing Partner of Fischer Stralem Advisors, Andrea Baumann Lustig shares 30 years of insights working with families to help build and transfer wealth. With the largest wealth transfer in history―$124 trillion―underway, many families risk losing their legacy not through lack of resources, but through unexamined beliefs that quietly undermine their financial future.
This book reveals 10 common blind spots that sabotage legacy planning―convictions so deeply held they go unchallenged, often leading to missed opportunities, increased risk, and unnecessary costs.
Genre: Non-Fiction > General
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