First Generation Wealth: Three Guiding Principles for Long-Lasting Wealth and an Enduring Family Legacy

by Robert Balentine, Adrian Cronje

Three Principles for Long-Lasting Wealth and Enduring Family Legacy First-generation wealth creators have a priceless opportunity to lay the groundwork for lasting family wealth and avoiding what is known in the field as the Shirtsleeves to Shirtsleeves phenomenon. In this book, preeminent wealth management experts and seasoned entrepreneurs Robert Balentine and Adrian Cronje of the storied wealth management firm Balentine LLC help readers think through in a very personal way what it takes to build a meaningful legacy and best support future generations. They offer their first-hand perspective on not only the financial, but also the emotional and psychological challenges that entrepreneurs commonly face and share their Three Guiding Principles for Long-Lasting Wealth and an Enduring Family • Don’t Mistake Wealth For Legacy
• Distinguish between Your Business and The Business of Your Family
• See The World Through The Next Generation’s Eyes First-Generation Wealth shares stories that illuminate these guiding principles and also provide tactical steps entrepreneurs at any stage of their wealth and life journey can take to incorporate them into their long-term strategies.

192 pages, Hardcover

Published September 7, 2021

Reviews

[Paul Taylor · Rating 3 out of 5]

Great overview of how to think about legacy (versus wealth). I found it well written with a consistent and straightforward voice. Also, little to no fluff in the pages.

[Tom Winstel · Rating 4 out of 5]

summary

This book provides a fair summary overview of challanges. Would, have liked to seen a more in depth resource with greater detail.

[Charles Barbour · Rating 5 out of 5]

Great insight. Highly recommend.