Wealth: Grow It, Protect It, Spend It, and Share It (Paperback)

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9780132350112: Wealth: Grow It, Protect It, Spend It, and Share It (Paperback)

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 Publisher:

Newsweek, March 20, 2006 issue - Wealth: Grow It, Protect It, Spend It, and Share It by Stuart E. Lucas Congratulations! You've just come into some cash. But what to do next? With $1 trillion per year expected to pass from one generation of Americans to another over the next decade, it's a question more people than ever are facing. Writing from the perspective of one who has managed wealth for clients, as well as received it (he's an heir of Carnation Foods' founder), Lucas shows step by step how to set investment goals that match your needs and values, pick the right advisers, manage taxes and avoid the pitfalls that shrink fortunes and fracture relationships.

—John David Sparks, Newsweek

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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