Save a Fortune on Your Estate Taxes Wealth Creation and Preservation
What did J.P. Morgan, Walt Disney, Hedda Hopper, Franklin Roosevelt, and Elvis Presley have in common? They all had sizable fortunes that were greatly diminished by estate taxes. Unfortunately none of them knew Kaye, whose theories of “wealth creation and preservation” might have helped shelter their estates. Kaye’s program (espoused in the book, a videotape, and at his Wealth Creation Centers) involves using large, expensive life insurance policies and various kinds of trusts to mitigate the sting of estate taxes for those with estates of $1,000,000 and up. While the book is understandable and loaded with pie charts and tables, it is clearly out to sell a product (the more expensive insurance premiums) to a relatively limited audience. Public libraries will prefer books such as Terry Savage’s Terry Savage Talks Money ( LJ 5/15/90) that are a more objective guide to investment options of all kinds.
- Joan Pedzich, Harris, Beach & Wilcox, Rochester, N.Y.
Copyright 1990 Reed Business Information, Inc.
DRIVEN Business Strategy Human Actions and the Creation of Wealth

Authored by Dr. Mark L. Frigo and Joel Litman. DRIVEN: If we can better understand how the success or failure of a business is driven by its plans and actions, then we can greatly improve how we run our businesses and value companies. DRIVEN is about RETURN DRIVEN STRATEGY, a framework for business analysis and planning prioritization and the culmination of a ten-year research project studying and categorizing the root causes of thousands of businesses that have succeeded, failed, or remained in mediocrity. The underlying research covers up to 30 or more years of firm performance. DRIVEN includes explanations, diagnostics, and case studies. Chapters are ordered consistently with the Return Driven Strategy framework, making DRIVEN a valuable guide for ongoing reference as well as an interesting and enlightening read.
User Ratings and Reviews
5 Stars Read this book.
In Driven, Dr. Frigo and Mr. Litman provide the background to “Return Driven Strategy”, which is a strategic framework that underlies the importance of integrating a business strategy, the execution of that strategy, and ultimately how those pieces relate to a company’s valuation. Through their detailed research of high performing companies, Frigo and Litman provide example after example of how strategic decisions, including how one defines wealth, can impact the ultimate success of an organization.
The framework is applicable to any number of audiences, whether it be senior managers of large organizations, consultants, small business owners, or even for individuals as the framework can be easily applied to career development.
5 Stars Valuable insight
I attended the Return driven workshop and I have read the book.
Driven is a very simple and consice book, with valuable easy to understand excecutable propositions.
I highly recomend it.
5 Stars Fantastic roadmap to wealth creation!
Driven is a great book giving new insight into wealth creation for individuals and organizations.
I found it concise and thoughtful and a great roadmap to understanding the economic world around us.
I would recommend it to all business leaders challenged by today’s ever-changing international economy.
SDS
5 Stars Best Business Book Written!
I attended the “Return Driven Strategy” seminar this past April, given by Dr. Frigo and Mr. Litman, at University of Chicago. “Driven” is, by far, the best business book written about developing a framework and executing a plan. Unlike most other business books, it discusses maximizing the intangible resources (human and creative assets) as well as the financial resources. I have purchased this book for several clients and have recommended it to dozens of colleagues. Powerful Information!
5 Stars Thought provoking and insightful
Dr. Frigo and Joel Litman provide an insightful and thought provoking framework to analyzing any business. I strongly recommend taking the time to understand the return driven framework to apply the clearly articulated strategies to any public or private business.
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