Beyond Success
Randall J. Ottinger
McGraw-Hill, September 2007

You’ve worked hard to achieve financial success, and now you want to leave a legacy. You want to know how others like you have made a positive impact with their time and assets. You want to safeguard your money, help others and do the best for your children-without ruining their motivation to make their own way in the world. But ultimately, you want your contributions to matter.

Beyond Success is the first thorough guide that assists individuals with the achievement of a meaningful and lasting financial, philanthropic and generational family legacy. As a financial and philanthropic expert, Randall Ottinger combines his personal experiences in both fields with extensive research that draws on insights from hundreds of legacy leaders such as Bill Gates Sr., Jeff Brotman of Costco and Sandy Weill of Citigroup, as well as thought leaders and advisors in the philanthropy and family wealth professions.

Ottinger reveals best practices and strategies you can adopt to:

  • Turn money into a meaningful and fulfilling legacy
  • Make wealth a positive force in your family
  • Avoid the common pitfalls of family wealth transfers
  • Prepare children for money
  • Achieve social impact through “portfolio” philanthropy practices
  • Preserve wealth, values and enterprises across future generations

Ottinger develops a legacy planning framework to help translate your goals into measurable action steps for achieving the highest levels of personal fulfillment and social impact. He also provides insights into the latest trends in philanthropy, and examines the likely impact on the civil sector of the $100 trillion of wealth that is transferring from today’s baby boomers to future generations.

About the Author

Randall Ottinger has over 25 years experience in finance, social enterprise and strategic philanthropy. He is the author of Beyond Success: Building a Personal, Financial and Philanthropic Legacy, which is based on three years of intensive study of best wealth, philanthropy and generational family practices. He is in the process of developing the Beyond Success Legacy Planning Process to help others identify their philanthropic passion and achieve their personal legacy goals. Joel Fleishman, Professor of Law and Public Policy at Duke University, claims, “Ottinger has succeeded in producing the best available how-to-do-it playbook for those with any substantial amount of wealth who are grappling with some of the toughest questions anyone ever faces.”

Ottinger is the founder of LMR Advisors, which grew out of more than 25 years of experience in social entrepreneurship and strategic philanthropy. He is founder of the Wealth Impact Network (WIN), a social enterprise developing a market-based approach to philanthropy based on Ottinger’s work on the application of portfolio theory to philanthropy. Prior to starting WIN, Ottinger was involved in the private bank of Bank of America advising large family offices. Ottinger spent more than 20 years as an executive in high tech companies, while at the same time acting as a key executive of the Ottinger-Heath Family Office and Co-Chairman of the Ottinger Foundation.

Ottinger has a B.A. from Cornell University and an MBA from Harvard Business School. He is a member of Young President’s Organization, Social Venture Partners and Advisors In Philanthropy, and has served on numerous non-profit boards. He lives in Seattle with his wife and three children.