Money and Meaning: What I've Learned from Advising the Very Wealthy

5 Star Review

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Editorial Book Review:

By SB Borcy

Money and Meaning is a captivating examination of human aspiration, purpose, and wealth that provides readers with a unique perspective on the challenges and mindset of the ultra-wealthy. Christopher F. Poch's writing is characterized by nuance, clarity, and authority, as he provides readers with insights derived from his decades of experience advising some of the most financially successful individuals in the world. The book distinguishes itself from conventional financial guides by situating wealth not as an end in itself, but as a means of achieving purposeful living, values, and meaning.

Poch's writing style is both precise and engaging. He integrates narrative storytelling with analytical observation to create a flow that is both comprehensible and reflective. He employs accessible clarity to communicate intricate financial and interpersonal concepts, while anecdotal examples of his clients' experiences add depth and relatability. Poch's meticulous illustrations render abstract concepts tangible, and the prose is deliberate, steady, and insightful, compelling readers to engage deeply with them.

The central themes of the book are primarily concerned with the intersection of personal fulfillment and money. Poch examines the ways in which wealth increases both opportunity and responsibility, and the impact of financial abundance on relationships, values, and decisions. He motivates readers to consider the purposeful application of wealth in addition to its accumulation, thereby addressing the complex challenges of family dynamics, legacy, and ethical decisions. These themes are profoundly resonant, offering thought-provoking advice on how to effectively align financial success with broader life objectives and meaningful impact.

The concepts of Money and Meaning have an intellectual and emotional impact on readers. It challenges intellectual assumptions about wealth and success by providing practical frameworks for the consideration of purpose, clarity, and long-term planning. It encourages readers to connect their own resources—whether financial or otherwise—with actions that are significant, thereby promoting emotional reflection on personal values and priorities. The book functions as both a guide and a mirror, promoting introspection and offering tangible insights that are grounded in real-world experiences.

Christopher F. Poch generates a work that is simultaneously profoundly human, insightful, and instructive. Money and Meaning is distinguished by its capacity to reframe wealth as a tool for living with purpose, providing practical and profound advice to individuals who are attempting to navigate the complexities of success and significance.

About the Author 

Christopher F. Poch

Christopher F. Poch is the founder and CEO of Promethium Advisors, a wealth management firm serving family offices and high-net-worth individuals. As founder and head of Citi Private Wealth Management at Citigroup Smith Barney, Chris is recognized as a global leader in advising ultra-high-net-worth families. He has held senior positions at Bessemer Trust, the Private Bank, and Citibank’s International Private Bank. Over his four-decade career, he has received numerous industry awards and has been widely quoted in Barron’s and The Wall Street Journal. Chris is an avid basketball fan and involved in philanthropic activities with organizations that include Villanova University, the Society of the Sacred Heart, and the Order of Malta.