Inherited Wealth - John L. Levy

Inherited Wealth: Opportunities and Dilemmas

"If you have wealth, or work with clients that do, this book could be life changing for generations."

J. Jeffrey Lambert , CFP® a nationally recognized CERTIFIED FINANCIAL PLANNERTM and coauthor of The Ultimate Guide to Personal Finance for Entrepreneurs.

Welcome

This website is a resource for anyone interested in the personal issues involved with wealth, particularly the personal and psychological issues that arise through inheritance. It is based my own experience that includes over 25 years of consulting with families and financial advisors.

Inherited Wealth: Opportunities and Dilemmas, my recently published book, is now available through amazon.com. You can find out more about the book here and download the first chapter, Coping with Inherited Wealth.

Throughout my life I have been blessed with many opportunities for personal and spiritual growth. From time to time I will post my reviews of books I have found helpful to my own journey.

     
News

John received an Eldership Award on November 6th in San Francisco at a Gala Dinner presented by the Pacific Institute. The Eldership Award recognizes individuals for their lifelong contributions towards a society that encourages and embraces Eldership just as much as youth. Click here to view a video highlighting John’s work and life that was played at the awards gala.

     
    
Suggested Resource

Tracy Gary, author of Inspired Philanthropy, wrote the Preface to Inherited Wealth. Tracy's book, Inspired Philanthropy, includes exercises for how to be more impactful and thoughtful in your giving, and 10 steps to more inspired philanthropy.

Tracy is also the founder of Inspired Legacies, an organization whose mission is to help donors, advisors, and nonprofits collaborate for inspired outcomes benefiting self, family and society. 

 

 

 

     
© 2008 John L Levy