Leaving a Wealth Legacy

We here at Family Money Values want to help your family maintain their wealth and well being for generations to come. In order to do that, a family needs to have their own identity – members must recognize the unique talents, characteristics, values and goals they have in common with other family members.

Every family, whether rich in dollars or not, can leave a wealth legacy – a legacy of success, of accomplishment and of satisfaction with a life well lived.

Susan Crandell, freelance author, contributing editor to a number of publications and online sites, as well as former editor-in-chief of MORE magazine, and her husband, Stephan Wilkinson, are leaving such a legacy with their daughter and grandson.

I recently had the honor of being interviewed by Susan for one of her upcoming articles and she graciously consented to allow me ask her a few questions for this post as well. Continue reading

Millionaire Story – Virginia Marie Rometty – 1st Female CEO of IBM

International Business Machine (IBM) has been around for about a hundred years. For many of those, when you thought of IBM, you thought of up tight men in black suits and ties. That has changed!

In October of 2011, Virginia Marie Rometty was named the CEO of IBM – the first woman to be so named.

She is a self made millionaire – with a salary in 2011 according to Business Week of $8,342,270. Continue reading

Angie’s List – One More Idea I Wish I Had Pursued

Have you ever watched the news of some company’s superb success and thought to yourself – I could have done that! I had that same idea years ago, why didn’t I act on it?

I had that feeling today when I heard that Angie’s list is going public. According to Bloomberg  the IPO is planned to occur prior to Thanksgiving. The company will be listed on NASDAQ with symbol ANGI and will probably be priced next week.

Continue reading

Lessons from Ursula Burns – Chairwoman and CEO of Xerox

In 2010, Ursula Burns made over 13 million dollars according to the Rochester Business Journal. She has been appointed by the President to to help lead STEM, a national program to better educate students in science, technology, engineering, and math and to be vice chairwoman of the President’s Export Council.

She was the first black, female CEO of a Fortune 500 company when she took the reins of Xerox in 2009 and she was raised in the projects in New York City (The Baruch Houses on the Lower East Side) by a single mom.

How did she come so far? What can we learn from her travels?  Here are some lessons from Ursula Burns.

Continue reading

Millionaire Story – Trae Wieniewitz: Founder Wieniewitz Financial

 

Trae Wieniewitz

Making of a Millionaire
Trae Wieniewitz built up a financial advisor business starting in 2001 after getting a finance degree from Louisana State University (LSU) and working for a Fortune 500 Wall Street Company.

In 2005, Katrina struck in his client region, destroying not only the homes and lives of his clientele but also threatening his hard won growth in the business.

Today he is a successful millionaire entrepreneur with a $15 million a year firm, proud new papa and sponsor of ‘Cruisin for a Cause’ in a community support non-profit in Knoxville, Tennessee USA

His Story, His Voice
Trae has been gracious enough to share his story with us, in his own words. Read why he left a Fortune 500 Wall Street Company, why he pulled up roots and moved his family and business after Katrina, how he re- built his business, and what it is like being a millionaire.

He also has some great advice for aspiring entrepreneurs and future millionaires.

Read the full story at:  http://www.familymoneyvalues.com/index.php/explore-wealth-lifestyles/177-a-millionaires-voice-from-wieniewitz-financial

Have you ever started all over with an endeavor?