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Freedom from Wealth: The Experience and Strategies to Help Protect and Grow Private Wealth Hardcover – September 23, 2011


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Product Details

  • Hardcover: 256 pages
  • Publisher: McGraw-Hill; 1 edition (September 23, 2011)
  • Language: English
  • ISBN-10: 0071777636
  • ISBN-13: 978-0071777636
  • Product Dimensions: 6.3 x 0.8 x 9.3 inches
  • Shipping Weight: 1 pounds (View shipping rates and policies)
  • Average Customer Review: 5.0 out of 5 stars  See all reviews (3 customer reviews)
  • Amazon Best Sellers Rank: #1,109,693 in Books (See Top 100 in Books)

Editorial Reviews

About the Author

Charles A. Lowenhaupt is the chairman and CEO of Lowenhaupt Global Advisors and a managing member of the first U.S. law firm to concentrate in tax law, Lowenhaupt & Chasnoff, LLC, which was established in 1908. He lives in St. Louis, Missouri.
Donald B. Trone is the CEO (Chief Ethos Officer) of 3ethos and former director of the U.S. Coast Guard Academy Institute for Leadership. In 2003, he was appointed by the U.S. Secretary of Labor to represent the investment counseling industry. He lives in Mystic, Connecticut.

Customer Reviews

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Most Helpful Customer Reviews

1 of 1 people found the following review helpful By Kribbit on March 22, 2012
Format: Kindle Edition Verified Purchase
I believe that Don Trone is one of the fathers of Fiduciary Standards much like Markowitz is the father of Modern Portfolio Theory. He partners with Lowenhaupt in this book to establish a set of Wealth Management Standards for individual and family wealth. I applaud the task they undertook because so often when people think of fiduciary responsibility they think of retirement plans or large institutions. If I were one of these individuals or families, I would want this kind of oversight, service and attention paid on my assets. The book itself is a quick and easy read, and the information will be absorbed. Anyone with wealth or anyone managing wealth should take the time to read this book. Fiduciary responsibility and status is front page financial news these days, this book is a great way to stay ahead of the curve!
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1 of 1 people found the following review helpful By Rudy Tauscher on June 16, 2014
Format: Hardcover Verified Purchase
A complicated topic approached in a wise manner. A book that is important for everybody, not only for wealthy people.
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2 of 4 people found the following review helpful By Michael Loynd on January 30, 2012
Format: Kindle Edition Verified Purchase
This book is a must read for all families and stewards of private wealth. FREEDOM FROM WEALTH avoids the typical data dump, and enlightens through insightful stories from two of the leaders in private family wealth. Charles Lowenhaupt has been an international guru of private wealth management and family offices for years. A Harvard grad from three generations of family wealth planners, Mr. Lowenhaupt offers a higher level of thoughtfulness and scope than any others in the field. He has a way of simplifying even the highest concepts and grounding us in the fundamentals that we so often overlook. What is the wealth for? FREEDOM FROM WEALTH is a must have in any private wealth manager's library. And don't just stick it on a shelf, keep it close to your desk where you can access it regularly.
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