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Wealth: Grow It and Protect It, Updated and Revised Hardcover – Dec 12 2012

4.3 out of 5 stars 17 ratings

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From the Back Cover

“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 family’s 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 Today’s 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 family’s 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 Lucas’s
Wealth has proven itself as the world’s 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 Chicago’s Private Wealth Management program, he has taught more than 500 members of the world’s 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 explains how the interplay of spending, tax, estate planning, philanthropy, and investing can help you achieve a prudent mix of growth and spending for your lifetime, even multiple generations.

Recognizing the crucial importance of developing family “human capital,” this new edition of
Wealth includes robust and actionable guidance for building a culture that encourages each family member to flourish, while reinforcing shared family values.
 
Develop an investment strategy to accomplish your objectives
Maximize the odds of achieving financial security and growth after fees and taxes
Navigate the treacherous waters of the wealth management industry
“Buyer beware” and beyond: what wealthy people must know to get what they need
Master all eight key principles of strategic wealth management
Take charge now--and start developing tomorrow’s family leaders
Manage wealth holistically, focusing on your entire family enterprise
Relationships, values, legacies: it’s about human capital, not money
Build a virtuous circle of family wealth
Leverage success and stability to overcome conflict and strengthen your family system


 

About the Author

Living with wealth, managing its complexities, investing it for the long run, using it to advance worthy causes, and perpetuating his family’s legacy are all topics Stuart E. Lucas knows a great deal about. For over 30 years, he’s lived a double life, both as a member of one of America’s wealthy families and as a senior executive in prestigious wealth management and investment firms.

Lucas is a fourth-generation heir of E. A. Stuart, founder of the Carnation Company, best known as the maker of such all-American food products as Carnation evaporated milk, Friskies pet food, Coffee-Mate nondairy creamer, and Contadina food products. In 1985, the Stuart family sold Carnation to Nestle, the Swiss-based global food giant.

Today, Lucas is Chairman of Wealth Strategist Partners LLC, an investment advisory firm that provides an outsourced Chief Investment Officer service for individuals and families (including his own) of significant net worth. An accomplished speaker and educator, Lucas designed and teaches the Private Wealth Management program, exclusively for wealth owners, at the University of Chicago Booth School of Business.

Lucas has a long-standing commitment to public service. He serves as a Director of the Stuart Foundation, which supports public education and child welfare programs in California and Washington. He also serves on the Investment Committee of National Public Radio in Washington, D.C.

Lucas was formerly Senior Managing Director of the Ultra-high Net Worth Group within Private Client Services at Chicago-based Bank One. During the 1980s, Lucas worked for Wellington Management Company, serving for three years as General Manager of the firm’s European business operations and before that as Assistant Portfolio Manager of a Forbes Honor Roll mutual fund.

Lucas has a bachelor’s degree with high honors from Dartmouth College, has an M.B.A. from Harvard Business School, and is a Chartered Financial Analyst. He is married with three children.


Product details

  • Publisher ‏ : ‎ FT Press; 1st edition (Dec 12 2012)
  • Language ‏ : ‎ English
  • Hardcover ‏ : ‎ 400 pages
  • ISBN-10 ‏ : ‎ 0133132811
  • ISBN-13 ‏ : ‎ 978-0133132816
  • Item weight ‏ : ‎ 610 g
  • Dimensions ‏ : ‎ 16.26 x 4.06 x 23.11 cm
  • Customer Reviews:
    4.3 out of 5 stars 17 ratings

About the author

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Stuart Lucas is the author of the highly-acclaimed book: Wealth: Grow It and Protect It, published in Chinese, Russian, and Spanish. He has lived a double life, both as a member of a wealthy family and as a senior executive in prestigious investment and wealth management firms.

Stuart is the Chairman of Wealth Strategist Partners LLC, an outsourced Chief Investment Officer for individuals and families of exceptional wealth. He has worked as an investment professional for over 30 years. Prior to founding Wealth Strategist Partners, he was the Senior Managing Director of the Ultra-High Net Worth Group within Private Client Services at Bank One (now JP Morgan Chase). Earlier in his career, Stuart served as general manager of Wellington Management Company's European operations and as the Assistant Portfolio Manager of a Forbes Honor Roll mutual fund.

An accomplished speaker and educator, Stuart designed and teaches the Private Wealth Management executive education program for the University of Chicago Booth School of Business, held in Chicago and Madrid. He is the author of numerous articles on wealth management, including "The 50% Rule" and "We're in a Low Return Environment": So What's an Investor to Do?

Stuart has a long-standing commitment to public service that complements his work with families. He serves as Chairman of the National Public Radio Foundation Investment Committee, and Co-Chair of the Stuart Foundation Investment Committee. Stuart graduated from Dartmouth College (BA), Harvard Business School (MBA), and is a Chartered Financial Analyst. He is married and has three children.

Customer reviews

4.3 out of 5 stars
4.3 out of 5
17 global ratings

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BethanyReads
4.0 out of 5 stars Great outline of what to do to increase wealth
Reviewed in the United States on July 30, 2016
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jyeager
5.0 out of 5 stars INTERESTING BOOK
Reviewed in the United States on May 17, 2014
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delcorazon
5.0 out of 5 stars Outstanding family financial advice.
Reviewed in the United States on August 7, 2014
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Edward M Jaffe
5.0 out of 5 stars ... review of wealth management written by an advisor to super wealthy families but with pearls of wisdom that can ...
Reviewed in the United States on October 9, 2017
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NATHALIE SUTTON
5.0 out of 5 stars .
Reviewed in the United States on June 18, 2019
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