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.
About the Author
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.
