Overview

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.

Full Product Details

Author:   Andrea Baumann Lustig
Publisher:   John Wiley & Sons Inc
Imprint:   John Wiley & Sons Inc
ISBN:  

9781394348824

ISBN 10:   1394348827
Pages:   320
Publication Date:   28 April 2026
Audience:   General/trade ,  General
Format:   Hardback
Publisher's Status:   Forthcoming
Availability:   Awaiting stock  

Table of Contents

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

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Author Information

Andrea Baumann Lustig is a Managing Partner of Fischer Stralem Advisors, a wealth management practice within Hightower Advisors. The sixth generation in her family to lead a wealth management firm—her great-great-great-grandfather founded Banque Levy in France in 1810—she has been recognized as a Forbes ""Top Women Wealth Advisor: Best-In-State"" for five consecutive years.

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