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

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9780132350112: Wealth: Grow it, Protect it, Spend it, and Share it

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.

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From the Back Cover:

More people are creating more wealth today than at any time in history. The number of people with at least a million dollars is growing at nearly a double-digit annual rate. The top 10 U.S. wealth management firms already employ 44,000 advisors to oversee $2.8 trillion in assets. America is also bracing for the largest intergenerational transfer of wealth in history. Estimates show an average of $1 trillion per year will be transferred from one generation of Americans to the next. Consumers are more confused than ever about who to trust for good advice on managing their wealth. The fact is that managing and growing wealth is about much more than just investing! It is like a jigsaw puzzle. Other pieces include family relationships, values and culture, the motives of your advisors, spending, philanthropy, taxes and estate planning. Even if you have all the pieces, you still need to fit them together properly to build a complete picture. Otherwise, it's just a jumble. Lucas describes how to choose each piece of the puzzle in the context of all the others and offers eight proven, easy-to-understand principles of integrated wealth management as guideposts along the way.

About the Author:

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.

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Book Description Pearson Prentice Hall, 2007. Book Condition: New. Brand New, Unread Copy in Perfect Condition. A+ Customer Service! Summary: 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 Copyright Pearson Education. All rights reserved. Bookseller Inventory # ABE_book_new_0132350114

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