Legacy on the Line
eBook - ePub

Legacy on the Line

Overcome Blind Spots to Grow and Transfer Your Wealth

  1. 311 pages
  2. English
  3. ePUB (mobile friendly)
  4. Available on iOS & Android
eBook - ePub

Legacy on the Line

Overcome Blind Spots to Grow and Transfer Your Wealth

About this book

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.

Trusted by 375,005 students

Access to over 1.5 million titles for a fair monthly price.

Study more efficiently using our study tools.

Information

Publisher
Wiley
Year
2026
Print ISBN
9781394348824
Edition
1
eBook ISBN
9781394348862
Topic
Business
Subtopic
Commodities
Index
Business

Table of contents

  1. Cover
  2. Table of Contents
  3. Praise for Legacy on the Line
  4. Title Page
  5. Copyright
  6. Dedication
  7. Introduction
  8. Part I: Working with an Adviser
  9. Part II: Developing a Wealth Plan
  10. Part III: Transferring Wealth
  11. Conclusion
  12. Acknowledgments
  13. About the Author
  14. Index
  15. End User License Agreement

Frequently asked questions

Yes, you can cancel anytime from the Subscription tab in your account settings on the Perlego website. Your subscription will stay active until the end of your current billing period. Learn how to cancel your subscription
No, books cannot be downloaded as external files, such as PDFs, for use outside of Perlego. However, you can download books within the Perlego app for offline reading on mobile or tablet. Learn how to download books offline
Perlego offers two plans: Essential and Complete
  • Essential is ideal for learners and professionals who enjoy exploring a wide range of subjects. Access the Essential Library with 800,000+ trusted titles and best-sellers across business, personal growth, and the humanities. Includes unlimited reading time and Standard Read Aloud voice.
  • Complete: Perfect for advanced learners and researchers needing full, unrestricted access. Unlock 1.5M+ books across hundreds of subjects, including academic and specialized titles. The Complete Plan also includes advanced features like Premium Read Aloud and Research Assistant.
Both plans are available with monthly, semester, or annual billing cycles.
We are an online textbook subscription service, where you can get access to an entire online library for less than the price of a single book per month. With over 1.5 million books across 990+ topics, we’ve got you covered! Learn about our mission
Look out for the read-aloud symbol on your next book to see if you can listen to it. The read-aloud tool reads text aloud for you, highlighting the text as it is being read. You can pause it, speed it up and slow it down. Learn more about Read Aloud
Yes! You can use the Perlego app on both iOS and Android devices to read anytime, anywhere — even offline. Perfect for commutes or when you’re on the go.
Please note we cannot support devices running on iOS 13 and Android 7 or earlier. Learn more about using the app
Yes, you can access Legacy on the Line by Andrea Baumann Lustig in PDF and/or ePUB format, as well as other popular books in Business & Commodities. We have over 1.5 million books available in our catalogue for you to explore.