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6 piv Sixth Printing, October 2008 printline to be updated 6/11/2009
6 pxvii Today, Lucas takes an active role in managing his family’s wealth. Since 1988, he has been General Partner of a family partnership that invests in alternative investment funds that have generated a 16% internal rate of return since inception. He ran his family’s investment office from 1995 to 2001 and now shares that responsibility with several of his
relations.
Today, Lucas takes an active role in managing his family’s investment office. He is the Chairman of Wealth Strategist Network LLC, and independent provider of strategic wealth management educational services to individuals, families,, and financial institutions. An accomplished speaker and educator, Lucas designed and conducts the Private Wealth Management executive education course for wealth owners at the University of Chicago Graduate School of Business. He has also been featured in the television, radio, print, and elecronic news media— including CNBC, Newsweek, Bloomberg, Business Week, and Worth
magazine.
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6 pxvii Lucas has a long-standing commitment to public service. He serves as a Director of the Stuart Foundation, which supports public education, child welfare, and youth community-building programs in California and Washington. He is also Vice Chairman of the National Public Radio Foundation in Washington, D.C., where he serves on the Foundation’s Finance, Investment, and Executive Committees. He also serves on the Board of the University of Chicago Laboratory Schools and on its Development Committee. In the past, he served on the Board of Visitors of the Rockefeller Center at Dartmouth College and on the Auxiliary Board of the Art Institute of Chicago. Lucas has a long-standing commitment to public service. He serves as a Director of the Stuart Foundation, which supports public education, child welfare, and youth-building programs in California and Washington. He is on the Investment Committee of the National Public Radio Foundation in Washington, D.C.. He serves on the Board of the University of Chicago Laboratory Schools. 6/11/2009
6 pxvii-xviii Lucas was formerly Senior Managing Director of the Ultra-high Net Worth Group within Private Client Services at Chicago-based Bank One. This Group served the approximately 150 private clients with assets at the bank in excess of $25 million. During the 1980s Lucas worked for Wellington Management Company, a wealth management firm, serving for three years as General Manager of the firm’s European business operations and before that as Assistant Portfolio Manager of a Forbes Honor Roll mutual fund. Lucas was formerly Senior Managing Director of the Ultra-high Net Worth Group within Private Client Services at Chicago-based Bank One. During the 1980s Lucas worked for Wellington Management Company, serving for three years as General Manager of the firm’s European business operations and before that as Assistant Portfolio Manager of a Forbes Honor Roll mutual fund. He is a Chartered Financial Analyst. 6/11/2009
6 pxviii Lucas graduated from Dartmouth College with High Honors in History in 1981 and from Harvard Business School in 1989. He is a Chartered Financial Analyst and has earned NASD Series 7 and 66 licenses. He is married with three children. Lucas graduated from Dartmouth College with High Honors in History and from Harvard Business School. He is married with three children. 6/11/2009
6 p47 From there, you must determine how you want your values to effect future generations of your family.
From there, you must determine how you want your values to affect future generations of your family.
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6 p113 As the investment portfolios got more complicated, Meyer, Swenson, and others focused on building strong in-house competencies in four key investment areas. As the investment portfolios got more complicated, Meyer, Swensen, and others focused on building strong in-house competencies in four key investment areas. 6/11/2009
6 p122 Institutional investors like Swenson and Meyer saw the need for a strategic approach to investment management, and they filled the gap. Institutional investors like Swensen and Meyer saw the need for a strategic approach to investment management, and they filled the gap. 6/11/2009
6 p354 Swenson, David, 113 Swensen, David, 113 6/11/2009
6 cover bio Cover bio needs updating:

Stuart Lucas has lived a double life for 25 years, double life, both as a member of one of America’s wealthy 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, Friskies pet food, and Coffee-Mate non-dairy creamer. In 1985, the Stuart family sold Carnation to Nestlé.
Today, Lucas takes an active role in managing his family’s investment office. He is the Chairman of Wealth Strategist Network LLC, and independent provider of strategic wealth management educational services to individuals, families,, and financial institutions. An accomplished speaker and educator, Lucas designed and conducts the Private Wealth Management executive education course for wealth owners at the University of Chicago Graduate School of Business. He has also been featured in the television, radio, print, and elecronic news media— including CNBC, Newsweek, Bloomberg, Business Week, and Worth
magazine.
Formerly Senior Managing Direcor 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 frm Harvard Business School, a BA from Dartmouth College, and is a Chartered Financial Analyst.
For More information, visit this website: www.WealthStrategistNetwork.com
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