Inherited Wealth: Opportunities and Dilemmas - Paperback

by John L. Levy (Author)

This is a penetrating guide for transforming the inheritance process. Filled with wisdom and insights for families, inheritors, and their advisors, Inherited Wealth explores a broad range of issues that often arise through the transmission of wealth within a family-and then responds to these in a healing and transformative way. Whether you are leaving an inheritance or receiving one, or are a professional working with a family, this book identifies the major challenges and provides guidance for working with them. Ultimately, this is a book about living an enriched life-one that includes personal and spiritual growth, contribution, and legacy. "John's book shines with aliveness, truth telling, compassion and hope for inheritors, their families, and advisors. Here is a guidebook for the journey of awakening to the challenges and blessings of wealth." -Tracy Gary, author, Inspired Philanthropy: Creating a Giving Plan and Leaving a Legacy, and founder, Inspired Legacies.

Author Biography

John L. Levy has over 25 years experience in private practice working with individuals and families on issues involving inherited wealth. Inherited Wealth is inspired by his research, his many years of consulting experience, and his personal experience of inheriting wealth. John has made presentations and led discussions for financial planners, estate planning attorneys, family office managers, bank trust officers, investment advisors and other professionals throughout the U.S. He has also served in executive positions with the Bechtel Corporation, the Association for Humanistic Psychology, and the C.G. Jung Institute of San Francisco. John has an MBA from Stanford University. His website is: www.JohnLLevy.com