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Wealth Stuart E. Lucas

Wealth By Stuart E. Lucas

Wealth by Stuart E. Lucas


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Summary

Integrating the essential components of wealth management, this work reveals the secrets of building and protecting wealth. It teaches you how to: generate predictable investment returns after fees and taxes; identify, retain, and coordinate the right advisors-and get the right advice; measure the results you're achieving; and more.

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Wealth Summary

Wealth: Grow It, Protect It, Spend It, and Share It by Stuart E. Lucas

Never has it been more important to read Wealth: Grow It, Protect It, Spend It, and Share It. More of us have created more wealth today than ever before; managing our retirement assets is increasingly our own responsibility; and America is bracing for the largest intergenerational transfer of wealth in history. Added to this are the recent financial scandals which have left us confused about who to trust for good investment and wealth management advice. And because most advisors are specialists, the critical task of integrating the varied aspects of wealth management falls on our shoulders. Written by Stuart Lucas, an experienced investment professional, Carnation Company heir, and now manager of his family's fortune, Wealth:

* Helps you to ntegrate the financial and family aspects of wealth management into an actionable, coherent whole;

* Provides the tools and information you need to take charge of your wealth, so that your advisors and your money are working toward achieving your goals;

* Addresses family relationships and values, preparing your children for affluence, the motives of advisors, spending, philanthropy, taxes, estate planning, investment strategies, and more.

In short, Wealth is the definitive guide to optimizing your financial future. The lessons of Wealth apply whether you have $100,000 or $100,000,000, whether your goal is to safeguard assets to last your lifetime or to create a financial legacy that will continue for generations.

About Stuart E. Lucas

STUART LUCAS has lived a double life for 25 years, both as a member of one of America's wealthiest 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, and Coffee-Mate non-dairy creamer. In 1985, the Stuart family sold Carnation to Nestle.

Today, Lucas takes an active role in co-managing his family's investment office. He is also Chairman of Wealth Strategist Network LLC, an independent provider of strategic wealth management educational services to individuals, families and financial institutions. An accomplished speaker and educator, Lucas designed and teaches the Private Wealth Management executive education course at the University of Chicago. He has also been regularly featured in the news media-including CNBC, Newsweek, Bloomberg, Business Week, and Worth magazine.

Formerly Senior Managing Director of the private client services group at Bank One, General Manager of the European operations of Wellington Management Company, and Assistant Portfolio Manager of a Forbes Honor Roll mutual fund, Lucas has not only managed wealth management organizations, but has also been an effective investor.

Lucas holds an MBA from Harvard Business School, a BA from Dartmouth College, and is a Chartered Financial Analyst.

For more information, visit this website: www.WealthStrategistNetwork.com

Table of Contents

Wealth: Grow It, Protect It, Spend It, and Share It

  • Foreword
  • Acknowledgments

  • About the Author

  • Introduction

    • 1: Protecting and Growing Your Wealth

    • 2: Eight Principles of Strategic Wealth Management

    • 3: Everything Begins with Values

    • 4: Defining Your Financial Objectives

    • 5: The Enchanted Forest, The Secret Society, and The Capital Kibbutz

    • 6: Picking Your Investment Strategy

    • 7: Making Your Most Important Hire

    • 8: Taxes Can Be Your Ally!

    • 9: Promoting Entrepreneurial Stewardship

    • 10: Making Philanthropy Part of Your Strategic Wealth Program

    • 11: Putting It All Together: Multigenerational Planning and Wealth Transfer

  • Afterword

  • Appendix

  • Index


(c) Copyright Pearson Education. All rights reserved.

Additional information

CIN0132366797VG
9780132366793
0132366797
Wealth: Grow It, Protect It, Spend It, and Share It by Stuart E. Lucas
Used - Very Good
Hardback
Pearson Education (US)
20060316
400
N/A
Book picture is for illustrative purposes only, actual binding, cover or edition may vary.
This is a used book - there is no escaping the fact it has been read by someone else and it will show signs of wear and previous use. Overall we expect it to be in very good condition, but if you are not entirely satisfied please get in touch with us

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