Wealth by Stuart E Lucas

Wealth 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.

Stuart E. Lucas is Chairman of Wealth Strategist Network LLC, and Principal at his family's investment office. He is also an heir to the Carnation Company fortune, started by E.A. Stuart. He is building communities of individuals and families interested in becoming more informed, thoughtful, and effective overseers of their good fortune. As Senior Managing Director with Bank One, he oversaw the firm's high-end private client business. He started his career at Wellington Management Company as Assistant Portfolio Manager of the Over-the-Counter Securities Fund, twice a Forbes Honor Roll fund during his tenure. He is Vice-Chairman of the NPR Foundation, holds an MBA from Harvard and is a CFA.

SKU	Unavailable
ISBN 13	9780132350112
ISBN 10	0132350114
Title	Wealth
Author	Stuart E Lucas
Condition	Unavailable
Binding Type	Paperback
Publisher	Pearson Prentice Hall
Year published	2007-08-02
Number of pages	384
Cover note	Book picture is for illustrative purposes only, actual binding, cover or edition may vary.