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.

Resources

Inspired Legacies, was founded by Tracy Gary and is an organization whose mission is to help donors, advisors, and nonprofits collaborate for inspired outcomes benefiting self, family and society.

 The Inheritance Project (also known as Trio Press) was founded in 1992 to explore the emotional and social impact of inherited wealth.

An article "Raising Rich Kids! Growing up Wealthy...And Human! " includes John's work and can be found at The Levan Company, Family Wealth Mediation. 

Sudden Money Institute provides resources and advisors for people who have a sudden change in their financial situation such as a death, divorce, or winning the lottery.  They also provide training and resources for financial advisors.

Family Office Exchange works with ultra high net worth families and professionals to help them get the information they need to make the right decision at the right time.


     
© 2008 John L Levy