Our Services

We help wealth owners make better decisions about their good fortune.

Our advice is framework-based: we coach our clients in thinking through problems, but our clients must determine the solution that best meets their personal circumstances. We take a strategic, integrated approach. Private wealth management can be complicated and involves a number of separate professional practices. Wealth owners need tools and reference points to manage that complexity.

Think of us as coaches. Our goal is to help our clients develop an integrated vision for their wealth, to strengthen their family culture, and to give them guidance on selecting and coordinating the activities of their advisors and holding them accountable.

Four traits define our approach:

  1. We are inclusive.
    We work for families, not just individuals.
  2. We are rigorous, and we expect our clients to be as well.
    Educated wealth owners make better decisions, and they make better use of their advisors, including the consultants at WSP.
  3. We are pragmatic.
    We encourage clients to focus on the decisions that count most.
  4. We drive to actionable results.
    Those results, over months, years and decades are the measure of our value added and our clients' success.

Wealth Strategist Partners offers wealthy families a range of services:

  • Publications.
    Stuart’s book Wealth: Grow It, Protect It, Spend It and Share It provides insight into the best practices of private wealth management. Wealth is in print in English, Mandarin, Russian, and Spanish, and is available from Amazon.com. For volume purchases, or for purchases in Mandarin, Russian, or Spanish, please contact Cynthia Wambold. In addition Wealth Strategist Partners produces articles and other materials, including a recommended reading list to help wealth owners.
  • Open enrollment private wealth management courses.
    Rigorous 4-day programs, incorporating case studies, lectures and small and large group discussion, exclusively for qualifying wealth owners. The courses were designed by Stuart and are co-taught with partner university faculty and independent experts. Courses are taught twice a year at the University of Chicago Booth School of Business in Chicago, and annually in Madrid, Spain.
  • Private wealth management education and coaching customized for individual families.
    WSP tailors the course content to the needs of each family’s specific situation and highest priorities. Courses typically run 2 to 5 days. Independent experts may be incorporated by mutual agreement with the family. The course objectives are action oriented and drive toward concrete, pragmatic next steps. For more information please contact Cynthia Wambold.
  • Wealth management strategy consulting.
    WSP may be engaged to help families resolve critical wealth management challenges. Most frequently, we help wealth owners to select financial advisors, including multi-family office or single family office solutions. For more information please contact Susan Lucas.