超越成功BEYOND SUCCESS: BUILDING A PERSONAL, FIN 2025 chm pdf kindle rb azw3 下载 115盘

You've worked hard to achieve financial success, and now you want to leave a legacy. You want to know how others like you have made a positive impact with their time and assets. You want to safeguard your money, help others, and do the best for your children-without ruining their motivation to make their own way in the world. But ultimately, you want your contributions to matter.

Beyond Success is the first thorough guide that assists individuals with the achievement of a meaningful and lasting financial, philanthropic, and generational family legacy. As a financial and philanthropic expert, Randall Ottinger combines his personal experiences in both fields with extensive research that draws on insights from hundreds of legacy leaders such as Bill Gates Sr., Jeff Brotman of Costco, and Sandy Weill of Citigroup, as well as thought leaders and advisors in the philanthropy and family wealth professions.

Ottinger reveals best practices and strategies you can adopt to:

Turn money into a meaningful and fulfilling legacy

Make wealth a positive force in your family

Avoid the common pitfalls of family wealth transfers

Prepare children for money

Achieve social impact through “portfolio” philanthropy practices

Preserve wealth, values, and enterprises across future generations

Ottinger develops a legacy planning framework to help translate your goals into measurable action steps for achieving the highest levels of personal fulfillment and social impact. He also provides insights into the latest trends in philanthropy, and examines the likely impact on the civil sector of the $100 trillion of wealth that is transferring from today's baby boomers to future generations.

作者简介：

Randall J. Ottinger has been involved in business, social entrepreneurship, and philanthropy for over 25 years. He is cofounder of LMR Advisors, which provides strategic philanthropy and legacy advisory services to individuals, wealth advisory firms, and social enterprises. Prior to starting LMR Advisors, Mr. Ottinger was involved in the private bank of Bank of America advising large family offices, and spent more than 20 years as an executive in high-tech companies. Mr. Ottinger is also a key investment executive in the Ottinger-Heath family office, and cochairman of the Ottinger Foundation. Recently, Mr. Ottinger has founded a social enterprise called the Wealth Impact Network (WIN), which is developing a market-based approach to philanthropy based on Mr. Ottinger's research into the application of portfolio theory to philanthropy. Mr. Ottinger has a BA from Cornell University and an MBA from Harvard Business School. He is a member of Young President's Organization, Social Venture Partners, and Advisors in Philanthropy. For more information please go to www.beyondsuccesslegacy.com.

FOREWORD

　PREFACE MORE THAN "JUST PASSING THROUGH"

　ACKNOWLEDGMENTS

INTRODUCTION BuiMing a Personal Legacy Out of a $I 00 Trillion Megatrend

PART ⅠTHE JOURNEY BEYOND SUCCESS-TO SIGNIFICANCE

　SECTION CROSSING THE WEALTH DIVIDE

　　CHAPTER 1　THE SUCCESS JUNCTION

　　CHAPTER 2　THE SIGNIFICANCE JUNCTION

　　CHAPTER 3　THE GENERATIONAL JUNCTION

　SECTION　NAVIGATING THE VALLEYS WHERE THINGS GO WRONG

　　CHAPTER 4　LEADERSHIP VALLEYS

　　CHAPTER 5　FAMILY VALLEYS

　　CHAPTER 6　ADVISER VALLEYS

　SECTION　CLIMBING THE MOUNTAINS TO LEGACY EXCELLENCE

　　CHAPTER 7　SUMMIT1NG THE WEALTH MOUNTAINS

　　CHAPTER 8　SUMMITING THE PHILANTHROPY MOUNTAINS

　　CHAPTER 9　SUMMITING THE FAMILY MOUNTAINS

PART Ⅱ ROAD MAP FOR LEGACY LEADERS

　SECTION SELF-ACTUALIZATION PRACTICES

　　CHAPTER 10 PRACTICE 1: PULLING OFF THE ROAD AND VISIONING YOUR PURPOSE

……

PART Ⅲ DOING WELL AND DOING GOOD-INDUSTRY TRANSFORMATIONS

ENDNOTES

INDEX

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　　　“More than any other book on the intersection of wealth, family, charity, and personal fulfillment, Randy Ottinger's Beyond Success convincingly illuminates the challenges faced by all who struggle with how best to transform their material success into lives that will bring personal fulfillment to themselves, their families, and their heirs, as well as benefit to the wider world around them. It provides an entirely new framework for thinking about how, at the prime critical junctions over a wealth-generator's lifetime, he or she can confidently deal with those challenges in ways that bring lasting satisfaction.

　　“In lucid and highly readable prose, informed by the wisdom and experiences of hundreds of real-life individuals, the names of many of whom are widely known, Ottinger has succeeded in producing the best available how-to-do-it playbook for those with any substantial amount of wealth who are grappling with some of the toughest questions anyone ever faces-how and how much to allocate to themselves, their spouses, and their children, as well as how, how much, and how best to devote to efforts that benefit society at large. This book proves that difficult challenges do not require complicated, complex, difficult-to-read manuals, but can be resolved by fresh, clear-headed, evidence-based ideas communicated in the simplest language. I recommend it with great enthusiasm.”-Joel L. Fleishman, author of The Foundation: A Great American Secret-How Private Wealth Is Changing the World, and Professor of Law and Public Policy, Duke University

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Book Description

You've worked hard to achieve financial success, and now you want to leave a legacy. You want to know how others like you have made a positive impact with their time and assets. You want to safeguard your money, help others, and do the best for your children-without ruining their motivation to make their own way in the world. But ultimately, you want your contributions to matter.

Beyond Success is the first thorough guide that assists individuals with the achievement of a meaningful and lasting financial, philanthropic, and generational family legacy. As a financial and philanthropic expert, Randall Ottinger combines his personal experiences in both fields with extensive research that draws on insights from hundreds of legacy leaders such as Bill Gates Sr., Jeff Brotman of Costco, and Sandy Weill of Citigroup, as well as thought leaders and advisors in the philanthropy and family wealth professions.

Ottinger reveals best practices and strategies you can adopt to:

• Turn money into a meaningful and fulfilling legacy

• Make wealth a positive force in your family

• Avoid the common pitfalls of family wealth transfers

• Prepare children for money

• Achieve social impact through “portfolio” philanthropy practices

• Preserve wealth, values, and enterprises across future generations

Ottinger develops a legacy planning framework to help translate your goals into measurable action steps for achieving the highest levels of personal fulfillment and social impact. He also provides insights into the latest trends in philanthropy, and examines the likely impact on the civil sector of the $100 trillion of wealth that is transferring from today's baby boomers to future generations.

From the Back Cover

How can you build a lasting legacy?

The journey begins with Beyond Success.

“More than any other book on the intersection of wealth, family, charity, and personal fulfillment, Randy Ottinger's Beyond Success convincingly illuminates the challenges faced by all who struggle with how best to transform their material success into lives that will bring personal fulfillment to themselves, their families, and their heirs, as well as benefit to the wider world around them. It provides an entirely new framework for thinking about how, at the prime critical junctions over a wealth-generator's lifetime, he or she can confidently deal with those challenges in ways that bring lasting satisfaction.

“In lucid and highly readable prose, informed by the wisdom and experiences of hundreds of real-life individuals, the names of many of whom are widely known, Ottinger has succeeded in producing the best available how-to-do-it playbook for those with any substantial amount of wealth who are grappling with some of the toughest questions anyone ever faces-how and how much to allocate to themselves, their spouses, and their children, as well as how, how much, and how best to devote to efforts that benefit society at large. This book proves that difficult challenges do not require complicated, complex, difficult-to-read manuals, but can be resolved by fresh, clear-headed, evidence-based ideas communicated in the simplest language. I recommend it with great enthusiasm.”-Joel L. Fleishman, author of The Foundation: A Great American Secret-How Private Wealth Is Changing the World, and Professor of Law and Public Policy, Duke University