Legacy on the Line: Overcome Blind Spots to Grow and Transfer Your Wealth
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.
Inside the book:
- How emotional loyalty, fragmented advice, and overconfidence can prevent you from getting the strategic guidance you truly need.
- Why chasing returns, ignoring certain assets, or delaying planning can sabotage long-term growth and financial security.
- How silence around your intentions, lack of philanthropic strategy, or fear of change can fracture your legacy and limit its impact.
Perfect for everyone ready to take control of their financial future and prepare a legacy for their children and grandchildren, Legacy on the Line is a powerful resource offering you the agency, confidence, information, and direction you need to write your own story.
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Description
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.
Inside the book:
- How emotional loyalty, fragmented advice, and overconfidence can prevent you from getting the strategic guidance you truly need.
- Why chasing returns, ignoring certain assets, or delaying planning can sabotage long-term growth and financial security.
- How silence around your intentions, lack of philanthropic strategy, or fear of change can fracture your legacy and limit its impact.
Perfect for everyone ready to take control of their financial future and prepare a legacy for their children and grandchildren, Legacy on the Line is a powerful resource offering you the agency, confidence, information, and direction you need to write your own story.
