Legacy on the Line : Overcome Blind Spots to Grow and Transfer Your Wealth

個数：

ポイントキャンペーン

Legacy on the Line : Overcome Blind Spots to Grow and Transfer Your Wealth

Baumann Lustig, Andrea

ウェブストア価格 ¥6,336（本体¥5,760）
John Wiley & Sons Inc（2026/04発売）
外貨定価 US$ 30.00
ゴールデンウィークポイント2倍キャンペーン対象商品（～5/6）
ポイント 114pt

在庫がございません。海外の書籍取次会社を通じて出版社等からお取り寄せいたします。
通常6～9週間ほどで発送の見込みですが、商品によってはさらに時間がかかることもございます。
【重要ご説明事項】
1. 納期遅延や、ご入手不能となる場合がございます。
2. 複数冊ご注文の場合は、ご注文数量が揃ってからまとめて発送いたします。
3. 美品のご指定は承りかねます。

●3Dセキュア導入とクレジットカードによるお支払いについて

【入荷遅延について】
世界情勢の影響により、海外からお取り寄せとなる洋書・洋古書の入荷が、表示している標準的な納期よりも遅延する場合がございます。
おそれいりますが、あらかじめご了承くださいますようお願い申し上げます。

◆画像の表紙や帯等は実物とは異なる場合があります。

◆ウェブストアでの洋書販売価格は、弊社店舗等での販売価格とは異なります。
また、洋書販売価格は、ご注文確定時点での日本円価格となります。
ご注文確定後に、同じ洋書の販売価格が変動しても、それは反映されません。

製本 Hardcover:ハードカバー版／ページ数 320 p.
言語 ENG
商品コード 9781394348824
DDC分類 332.02401

Full 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.

Introduction 1

PART I WORKING WITH AN ADVISER 9
Blind Spot 1 "I Am Working with the Right Adviser" 13
Blind Spot 2 "I Have All the Advisers I Need" 37
Blind Spot 3 "I Can Implement My Plan on My Own" 55
Blind Spot 4 "It's Smart to Work with Multiple Advisers" 81

PART II DEVELOPING A WEALTH PLAN 97
Blind Spot 5 "Success Is All About Getting the Best Returns" 101
Blind Spot 6 "Not Every Asset Needs to Be in My Plan" 139
Blind Spot 7 "I Can Focus on My Wealth Planning After I Sell My Business" 159

PART III TRANSFERRING WEALTH 187
Blind Spot 8 "I Don't Need to Share My Intentions with My Kids; It's All in My Will" 191
Blind Spot 9 "We're Very Charitable; We Don't Need a Philanthropic Strategy" 231
Blind Spot 10 "I Could Never Leave My Current Adviser" 267

Conclusion 281
Notes 285
Acknowledgments 299
About the Author 303
Index 305