Open Enrollment Courses
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Private Wealth Management: Exclusively for High Net Worth Individuals and Families
As a wealthy individual, you are working to preserve and grow...
November 2-5, 2010
The University of Chicago Booth School of Business, Gleacher Center, Chicago
Recommended Reading
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More Than You Know: Finding Financial Wisdom in Unconventional Places
Columbia University Press, by Michael Mauboussin
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Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment
The Free Press, by David F. Swensen
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The Foundation: A Great American Secret. How Private Wealth is Changing the World
Public Affairs, by Joel L. Fleishman
Press Coverage
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Entrepreneurial Stewardship and Selling the Family Business
From CFA Institute
Stuart Lucas discusses the challenges of family multigenerational...
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Managing Paradox
By Stuart E. Lucas and David Lansky in Family Business magazine
In this article, Stuart Lucas and David Lansky explore some of the...
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Risk and Reward in Asia: A Family Office's Experience
By Bee Ong in Investment & Pensions Asia
Stuart Lucas's family portfolio has been increasingly weighted...
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About to Sell the Family Business? 5 Points to Ponder
By Stuart Lucas in STORM magazine
Why is an American who has spent over a quarter century managing...
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Advice for the Adviser
By Stuart Lucas in Wealth magazine
Private banks need to earn wealthy clients trust by being more...
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Hey, Big Spender
By Sara Aase in Hemisphere magazine
It takes more than a higher income to end up truly wealthy. While...
Stuart Lucas talks about the issues wealthy families face today Watch Now >
