Lowenhaupt Charles A - Freedom from Wealth: The Experience and Strategies to Help Pfreedom from Wealth: The Experience and Strategies to Help Protect and Grow Private Wealth Rotect and Grow Private Wealth

The first chapter of Freedom from Wealth is a must read for every wealth ownershedding light on the difficult question of What is the wealth for? The book also contains many useful tools that can free the wealth owner from the rigors of active wealth management by defining a structured process for financial oversight and governance. Readers will need to revisit these principles many times through the years.

Sara Hamilton, author of Family Legacy and Leadership, founder and CEO of Family Office Exchange

Freedom from Wealth is a welcome addition to the literature of wealth management. Among its many insights is one that is rarely offered by wealth advisers: the importance of placing philanthropy at the center of a wealth management strategy. Charles Lowenhaupt and Don Trone make a persuasive case for the potential of philanthropy to strengthen family bonds and to bring new meaning to the lives of wealthy people.

John R. Healy, adjunct professor, Centre for Nonprofit Management, Trinity College Dublin; former president and CEO of the Atlantic Philanthropies

Charles and Don offer practical, principled advice and guidance to wealth holders and their advisors in their comprehensive new book Freedom from Wealth. The chapters on the Importance of Strategy are required reading for those seeking to advance beyond investments and harmonize all elements of wealth management.

Kathryn McCarthy, advisor to Families and Family Offices; director, Rockefeller Trust Company N.A.

When I sold [my] familys construction and property listed business in 2007, Charlies perspective on wealth transfer and family succession proved invaluable. My luck in partnering with talented investors enabled me to build successful asset management enterprises, which has led to separate capital planning and education issues for my family and child. I benefitted greatly from Charlies experience and guidance and am positive readers of the book will as well.

V-Nee Yeh, Member of Executive Council, Hong Kong Government, cofounder and honorary chairman, Value Partners Limited; director, Hsin Chong International Holdings

The relatively new advisory profession of coping with the benefits and problems of wealth will surely benefit the readers of this book. Charles Lowenhaupt is seriously well qualified to challenge conventional wisdom and tell us how to do it all betterand be happier as a result.

Robert McCuaig, FRICS, cofounder, Advisory Board, Colliers International

Very few advisors can deliver the longevity, the wisdom, the experience and the insights to assist families of wealth achieve consistent ethos in managing their assets. Freedom from Wealth is a must read for those who are serious in pursuing harmonization of the multiple facets of managing wealth for themselves or for their clients.

Francois M. de Visscher, President of de Visscher & Co.; Greenwich, CT Board Member; BEKAERT NV, Belgium

THE EXPERIENCE AND STRATEGIES TO HELP
PROTECT AND GROW PRIVATE WEALTH

CHARLES A. LOWENHAUPT & DONALD B. TRONE
COFOUNDERS OF THE INSTITUTE FOR WEALTH MANAGEMENT STANDARDS

Copyright 2012 by Charles A. Lowenhaupt and Donald B. Trone. All rights reserved. Except as permitted under the United States Copyright Act of 1976, no part of this publication may be reproduced or distributed in any form or by any means, or stored in a database or retrieval system, without the prior written permission of the publisher.

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