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Wealth: Grow It and Protect It, Updated and Revised

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Wealth: Grow It and Protect It, Updated and Revised

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  • Your Price: $27.99
  • List Price: $34.99
  • Includes EPUB, MOBI, and PDF
  • About eBook Formats
  • This eBook includes the following formats, accessible from your Account page after purchase:

    ePub EPUB The open industry format known for its reflowable content and usability on supported mobile devices.

    MOBI MOBI The eBook format compatible with the Amazon Kindle and Amazon Kindle applications.

    Adobe Reader PDF The popular standard, used most often with the free Adobe® Reader® software.

    This eBook requires no passwords or activation to read. We customize your eBook by discretely watermarking it with your name, making it uniquely yours.

About

Features

The definitive guide to strategic wealth management, now completely updated: indispensable for everyone who possesses or aspires to wealth.

  • Comprehensive, strategic, actionable wealth management advice from leading expert Stuart Lucas, heir and wealth manager for one of America's wealthiest families
  • Updates the author's Strategic Wealth Management Framework to serve an even wider audience of wealthy individuals, families, and business owners
  • Offers deeper coverage of Entrepreneurial Stewardship: the best way to help descendants of wealth flourish, and sustain wealth across generations

Description

  • Copyright 2013
  • Dimensions: 6" x 9"
  • Pages: 400
  • Edition: 1st
  • Book
  • ISBN-10: 0-13-313281-1
  • ISBN-13: 978-0-13-313281-6

Discover the best ways to build, protect, and sustain family and business wealth across generations! Wealth is the world's most valuable guide to wealth management for individuals, families, business owners, and the "upwardly affluent." In the six years since Stuart Lucas first wrote this book, however, the financial world has changed dramatically. Throughout the financial crisis and beyond, Lucas has led the University of Chicago's Private Wealth Management program, teaching more than 500 members of the world's wealthiest families. Now, he brings together extraordinary insights and constructs informed by this experience. Wealth, Updated and Revised Edition retains its core advice, which has been tested and proven by the worst financial crisis since the Great Depression. However, Lucas has updated his exclusive Strategic Wealth Management Framework to help even more individuals, families, and entrepreneurs aspiring to wealth or seeking to protect it. Lucas highlights key value drivers - family purpose, the economic engine, and leakage management - that mark the difference between family enterprises that succeed for generations and those that fail. He offers updated, sage advice on making financial decisions, evaluating "expert" advice, running a family business office, tax/estate planning, philanthropy, wealth preservation, and more. Since developing a family's human capital is the best antidote to Wall Street excess, this edition adds even more robust and actionable guidance for building a culture of Entrepreneurial Stewardship: one that enables and encourages all family members to flourish, and improves the odds that families can sustain wealth. This book is for all successful business owners and anyone who possesses (or aspires to own) substantial financial assets, whether earned or inherited. It will also be of keen interest to investment advisors, business consultants, business brokers, wealth industry practitioners, lawyers, accountants, tax advisors, and others who counsel the wealthy (and upwardly affluent) about wealth management.

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Table of Contents

Foreword to the Second Edition     viii
Foreword to the First Edition     xi
Introduction     1
Chapter 1: Protecting and Growing Your Wealth     15
Chapter 2: Eight Principles of Strategic Wealth Management     37
Chapter 3: Start with Your Family Purpose     57
Chapter 4: Defining Your Financial Objectives     85
Chapter 5: The Enchanted Forest, the Secret Society, and the Capital Kibbutz     127
Chapter 6: Picking Your Investment Strategy     161
Chapter 7: Making Your Most Important Hire     211
Chapter 8: Taxes Can Be Your Ally!     249
Chapter 9: Promoting Entrepreneurial Stewardship     275
Chapter 10: Making Philanthropy Part of Your Strategic Wealth Program     305
Chapter 11: Putting It All Together: Multigenerational Planning and Wealth Transfer     331
Index     359

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