Private Wealth Management Consulting
Turning points for wealthy families include:
- Selling the family business and becoming a “financial family”
- A generational shift in family leadership
- A change in family investment strategy and spending policy in a bear market
- A significant inheritance
At these times, families make critical decisions that can influence family wealth and family culture for decades and generations. Because these events occur infrequently in the life of a family, wealth owners need access to experience and independent expertise, so that they can make the right decisions the first time.
Wealth Strategist Partners may be engaged for strategic consulting assignments to help families resolve high-impact wealth management decisions. Our consulting services are anchored in education and coaching. Our goal is to equip wealthy individuals and families with the tools to:
- build consensus within the family around wealth management goals and strategy
- select the best wealth management advisory team to deliver on your goals
- design and manage constructive relationships with advisors
- responsibly steward your good fortune
Contact Us For Private Consulting
Our consulting engagements are grounded in data-driven decision-making, and are focused on pragmatic, actionable outcomes. We seek long-term relationships with client families, based on occasional, as-needed engagements.
For more information, please email Susan Lucas or call 312-863-6082.
Stuart Lucas talks about the issues wealthy families face today. Watch Now >
“The simple fact is that it is as hard to maintain and grow wealth once you have it as it was to generate it in the first place.”
From Wealth,
by Stuart Lucas
Listen to the Introduction >
