Beyond Success: Building a Personal, Financial, and Philanthropic Legacy Book

Foreword     xv
Preface: More Than 'Just Passing Through"     xvii
Acknowledgments     xxiii
Introduction: Building a Personal Legacy Out of a {dollar}100 Trillion Megatrend     1
The Journey Beyond Success-To Significance     11
Section: Crossing the Wealth Divide     13
The Success Junction     19
The Significance Junction     31
The Generational Junction     43
Section: Navigating the Valleys Where Things Go Wrong     53
Leadership Valleys     57
Family Valleys     65
Adviser Valleys     73
Section: Climbing the Mountains to Legacy Excellence     83
Summiting the Wealth Mountains     95
Summiting the Philanthropy Mountains     103
Summiting the Family Mountains     113
Road Map for Legacy Leaders     123
Section: Self-Actualization Practices     129
Practice 1: Pulling Off the Road and Visioning Your Purpose     133
Practice 2: Researching the Terrain and Developing a Route Map     141
Building a Plan for Self-Actualization     153
Section: Social Impact Practices     171
Practice 3: Applying Your Learned and Innate Skills Close to Home     175
Practice 4: Packing More than Your Wallet and Keys     185
Practice 5: Acting with Others     195
Building a Plan for Social Impact     205
Section: Generational Family Practices     217
Practice 6: Preparing Others to Take the Wheel     221
Practice 7: Constructing Family Communication Lines and Bridges     233
Practice 8: Building a Brain Trust     243
Building A Plan for Generations     253
Doing Well and Doing Good-Industry Transformations     277
The Transformation of Philanthropy     281
The Transformation of the Wealth Advisory Industry     297
Endnotes     307
Index     317