Wealth On Purpose: A Field Guide for New Business Owners

Create A Greater Vision for Your Wealth, Your Business, Your Legacy
Every successful business owner goes through three distinct stages: Survival, Growth and Maturity. No matter what stage your business is in, you are likely preoccupied with how the business can better the lives of your family, your employees and your community and how it can be grown for a successful exit. In WEALTH ON PURPOSE®, Wealth Steward for Business Owners, Carlos H. Lowenberg, Jr., ChFC® provides leadership, clarity and confidence to help you make informed decisions about your business wealth as he covers three core areas: 1. Creating Your Vision: discovering and developing a vision for your wealth 2. Building and Managing Your Wealth: nurturing your team and tackling taxes while you build your wealth 3. Safeguarding Your Future: preparing for succession and windfall events while protecting your legacy
With proper planning and management, you and your business can thrive and provide for your family, your key stakeholders and your community.

CARLOS H. LOWENBERG, JR., ChFC® is the founder and CEO of several successful businesses, including Lowenberg Group, LLC, a wealth management firm located in Austin, Texas. Mr. Lowenberg has over 20 years of experience in the financial services industry, helping clients with business planning, family wealth counseling, charitable estate planning and wealth transfer planning. He is a prominent speaker, consultant, coach and contributor to publications such as Forbes.com, Investment News and MarketWatch.com. Carlos and his family reside in Austin, Texas.