Title Synopsis:
Nautilus Book Award Winner!
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 Legacy:
- 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.
Author Bios:
Robert Balentine is the Chairman of Balentine and a three-time entrepreneur. His own entrepreneurial journey began in 1987 when he and his father each borrowed $100,000 to start Balentine & Company, which grew to become the largest independently owned wealth management firm in the South, at that time. Barron’s and Forbes have named Robert among the nation’s leading wealth management advisors thirteen times, most recently in 2020. In 2013, the Metro Atlanta Chamber presented Robert with their inaugural Business Person of the Year Lifetime Achievement award, and in 2018 the Atlanta Business Chronicle named him one of Atlanta’s Most-Admired CEOs.
Adrian Cronje, Ph.D., CFA® is Balentine’s Chief Executive Officer. He is also a founding partner, its former chief investment officer, and a member of both the management committee and the investment strategy team. Originally from South Africa, he holds a Ph.D. in economics and finance from Cambridge University and is also a CFA Charterholder. Prior to founding Balentine with Robert, Adrian was the Senior Vice President and Chief Investment Strategist at Wilmington Trust and the Director and Deputy Head of Quantitative Equity Products at Schroeders. In 2010, Adrian was named to the Atlanta Business Chronicle’s 40 Under 40. In 2018, Adrian was recognized as a Top Entrepreneur Honoree by TiE, an organization dedicated to fostering entrepreneurship and giving back to the community.
Authors: Robert Balentine, Adrian Cronje Ph.D. CFA®
Narrators: Robert Balentine, Adrian Cronje
Copyright: Copyright © 2021 Robert Balentine and Adrian Cronje
Running Time: 03:19:10
ISBN: 9781959162193
