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Inherited Wealth: Opportunities and Dilemmas
By John L. Levy (2008) A guide for transforming the inheritance process
Wisdom and insights for families, inheritors, and their advisors
Inherited Wealth explores a broad range of issues and dilemmas that arise through the transmission of wealth within a family, and provides wisdom and insights for approaching these concerns in a healing and transformative way. Whether you are leaving an inheritance or receiving one, or are a professional working with a family, this book identifies the challenges and provides guidance for working with them. Ultimately, this is a book about living an enriched life—one that includes personal and spiritual growth, contribution, and legacy.
“John’s book shines with aliveness, truth telling, compassion and hope for inheritors, their families, and advisors. Here is a guidebook for the journey of awakening to the challenges and blessings of wealth.”
—Tracy Gary, author, Inspired Philanthropy: Creating a Giving Plan and Leaving a Legacy,” and founder, Inspired Legacies.
“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.
“This fine book combines wisdom and practicality to offer a superb guide, not only to wealth management and philanthropy, but to a truly well lived life.”
—Roger Walsh MD, Ph.D. Professor of psychiatry and philosophy, University of California at Irvine, author of Essential Spirituality: The Seven Central Practices
You can purchase Inhertied Wealth through amazon.com Table of Contents (click to download or see text below - scroll down)
The table of contents from Inherited Wealth. Coping with Inherited Wealth (click to download)
This is the first chapter of my book, Inherited Wealth (26 pages – in PDF format). Its a great overview of the topic and provides key insights into the dilemmas and opportunities involved in inherited wealth.
Message to Survivors (click to download)
A checklist for what to include in your message.
Inherited Wealth: Opportunities and Dilemmas
By John L. Levy (2008)
C O N T E N T S
Preface by Tracy Gary ................................................................... 07
Foreword by J. Jeffrey Lambert ..................................................... 09
Acknowledgments ........................................................................... 11
Introduction ..................................................................................... 13
Chapter 1: Coping with Inherited Wealth (An Overview) ................ 15
Chapter 2: Trusts Versus Trust .......................................................43
Chapter 3: An American Taboo ....................................................... 55
Chapter 4: Wealth and Wisdom ....................................................... 65
Chapter 5: Is It Better To Give Than Receive? .............................. 73
Chapter 6: How Much Is Enough? .................................................. 81
Chapter 7: For Richer, For Poorer ................................................. 87
Chapter 8: Power In The Family Business ..................................... 97
Chapter 9: Children And Wealth ..................................................... 131
Chapter 10: Why Me? The Inheritors’ Dilemma ............................. 147
Chapter 11: Can Inheritors Save The World? ................................ 151
Chapter 12: Wealth And Spirituality ................................................ 155
Chapter 13: You Can’t Take it With You ........................................ 163
Appendix A: Facilitating Family Meetings ..................................... ..175
Appendix B: Peacemaking: The Resolution of Conflict .................. 177
Appendix C: The Perils of Family Money ....................................... 183
About John L. Levy and His Consulting ......................................... 185
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