Wealth: Grow It, Protect It, Spend It, and Share It. By Stuart Lucas

“Wealth addresses all the right questions. It has already helped me and my family think through what is really important.”

William J Poorvu, Professor Emeritus,
Harvard Business School

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Wealth is currently available in English, Spanish, Mandarin and Russian.

Wealth answers key questions about wealth creation, wealth management, family wealth, retirement planning, and multi-generational estate management. The book's guidance applies whether you are worth a few hundred thousand dollars or a few hundred million, whether you have founded or sold a business or simply enjoy a lucrative career, whether you are a wealth owner or advisor. Affluent professionals and successful entrepreneurs can use Wealth to adopt a strategic, focused, and disciplined approach to growing and protecting their financial assets. Wealth is also useful to wealth industry professionals who want to strengthen their relationships with clients by better serving their long-term interests.

These common problems signal that your wealth management plan may not work out as you hope:

  • You have high turnover within your portfolio, and your investment tax bill is consistently more than 20% of your gains
  • Your advisors and managers change frequently
  • Your advisor measures investment performance before fees, sales charges, or excluding the cash in your portfolio
  • You can't measure your aggregated performance results
  • You divide your assets among several advisors to test them head-to-head
  • The aggregate performance of your assets, after fees, is below the appropriate composite benchmark for 3- and 5-year periods

Wealth gives you the understanding and tools you need to integrate all the key components of wealth management so that the whole creates value significantly exceeding the sum of the parts. Placing your values, strengths, and ambitions at the core, this approach enables to you take charge of your wealth, to safeguard and enjoy your good fortune more fully.

Additional Ordering Information:

To purchase Wealth in English, you may order on Amazon.com or directly from Wharton School Publishing. To inquire about ordering Wealth in Spanish, Mandarin, Russian, or bulk and corporate purchases, please e-mail Corporate Sales or call (312)863-6083.