ENGLISH

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

By Charles A. Lowenhaupt; Don Trone

Book information

Publisher
McGraw-Hill
Year
2011
ISBN
0071777628, 9780071777629
Language
english
Format
EPUB
Filesize
4 MB (4707446 bytes)
Pages
240\0
Time added
2020-02-22 17:18:05

Description

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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