Are the trappings of wealth just that: a trap? Why do some families flourish while others are burdened by their wealth? Do you manage your capital, or does it manage you?

We’re exploring those questions and more with my guest, Charles Lowenhaupt, tax lawyer, Chairman and Partner of Lowenhaupt & Chasnoff. He is also author of Freedom From Wealth, a book he co-wrote with Don Trone.

Charles has spent four decades counseling wealthy families – some of whom are in their 7th and 8th generations – about how to successfully manage fortunes that help family members across generations achieve their full potential.

In our conversation, Charles outlines his roadmap to freedom from wealth – which starts with some profound yet fundamental questions that most people – and advisors – fail to ask themselves. Listen and learn as we hear from one of the godfathers of private wealth management in the United States.

https://www.lowenchas.com/

Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges.

Visit our website and stream episodes here:  ⁠⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu