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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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.
óJohn David Sparks, NewsweekAbout 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. Paperback. Book Condition: New. Bookseller Inventory # DADAX0132350114
Book Description Pearson Prentice Hall, 2007. Paperback. Book Condition: New. book. Bookseller Inventory # 0132350114
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
Book Description Pearson Prentice Hall, 2007. Paperback. Book Condition: New. Bookseller Inventory # P110132350114
Book Description Book Condition: Brand New. Book Condition: Brand New. Bookseller Inventory # 97801323501121.0