Wealth

As a fourth-generation heir of E. A. Stuart, founder of the Carnation Company, Stuart Lucas knows first-hand the privileges, challenges, and responsibilities of wealth. His familys approach is a backdrop to this book: a peek through the window that you rarely experience. This gives Wealth unusual credibility. The author is practicing day-to-day--with real dollars--the lessons he prescribes.
--JOE MANSUETO, Founder, Chairman, and CEO, Morningstar, Inc.

There just are not very many people like Stuart.... He wears his wisdom lightly and is a joy to have in the mix. I have enjoyed working with and learned a lot from Stuart. I think you will, too.
--G. GARVIN BROWN IV, EVP and Chairman, Board of Directors, Brown-Forman Corp.

The Definitive Guide to Strategic Wealth Management: Completely Updated for Todays Realities--Financial and Personal

• Help your descendants flourish and sustain family wealth across generations
• For everyone who has inherited wealth, created wealth, or aspires to wealth

This remarkable guide brings together all the tools, principles, frameworks, and pragmatic advice you need to manage wealth effectively: for years, for decades, for generations. Drawing on his remarkable life experience as both heir and investor, Stuart Lucas offers a complete, up-to-date, and actionable framework for sustaining, growing, productively using, and enjoying family wealth.

Lucas helps you take charge of your familys investment process; hold advisors accountable; control spending; and plan taxes, estates, and philanthropy. But this plain-spoken book covers far more than money. Drawing on his work with hundreds of wealthy individuals, Lucas helps you build a flourishing family culture: one that inspires your descendants to remain productive, useful, and fulfilled.

Stuart Lucass Wealth has proven itself as the worlds most valuable guide to wealth management for individuals, families, business owners, and the upwardly affluent. Now, Lucas has extensively revised Wealth to fully reflect the recent dramatic changes in the financial world in order to help even more people protect and grow their wealth.

Singularly well positioned to write this book, Lucas is an heir to the Carnation Company fortune and is Chairman and Chief Investment Officer of Wealth Strategist Partners. As designer and leader of the University of Chicagos Private Wealth Management program, he has taught more than 500 members of the worlds wealthiest families how to manage their family enterprises through challenging times.
Wealth highlights the key drivers that help family enterprises substantially improve the odds of success. Lucas offers up-to-date, sage advice on integrating business and family, taking charge of your investment process, and evaluating expert advice with confidence and appropriate skepticism. In plain language, he ex...