Press

FINANCIAL TIMES INVESTMENT SUMMIT AT THE NYSE

From Financial Times Live

Stuart Lucas speaking on how to create tax-efficient investment strategies and portfolios for private investors. (October 7, 2014)

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“We’re in a Low Return Environment”: So What’s an Investor To Do?

By Stuart E. Lucas

How should private investors be thinking about the current market environment?

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Gauging the Tax Impact of Investments Options and Living in New Jersey

By Paul Sullivan, The New York Times

Mr. Sullivan cites Stuart Lucas's article, The 50% Rule, in his column about the tax implications of various investments and residence in various states.

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The 50% Rule

By Stuart E. Lucas

Stuart Lucas discusses his 50% Rule and how an investment strategy focused on profits after fees and after tax may increase the proportion of your investment returns that ends up in your wallet.

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Growing Up with a Trust

By Paul Sullivan, The New York Times

Stuart Lucas discusses with Paul Sullivan how wealthy families are educating their children to be both productive adults and knowledgeable about their trusts and inheritances.

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Managing the Mature Family Enterprise for Success

By Stuart E. Lucas, Family Business Magazine

Stuart Lucas explains how the vitality and longevity of a mature family enterprise depend on three key value drivers: the family economic engine, including both business and financial assets; the family itself, its culture and members; and “leakages” that include both cash flow management and estate planning. By operating in this context so that you manage your entire family enterprise as an integrated whole, you are stewarding your good fortune and cultivating your family’s valuable business, human and financial resources to serve the family enterprise as a whole as well as each family member.

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Entrepreneurial Stewardship and Selling the Family Business

From CFA Institute

Stuart Lucas discusses the challenges of family multigenerational wealth management and the ways to address them. He also focuses on entrepreneurial stewardship, and key points to consider before selling the family business. (March 2, 2010)

 

Managing Paradox

By Stuart E. Lucas and David Lansky, Family Business Magazine

Stuart Lucas and David Lansky discuss some of the paradoxes of maintaining a healthy, wealthy multigenerational family and how to address effectively these paradoxes. The article explains how entrepreneurial stewardship can be a key to perpetuating family wealth through multiple generations, and why family culture should be stewarded and shaped every bit as much as business culture.

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Preserving Multi-generational Wealth Begins with Values

By Bee Ong in Investments and Pensions Asia

Key lessons learned from the Lucas family office, where five generations have benefitted from the Carnation fortune.

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About to Sell the Family Business? 5 Points to Ponder

Stuart Lucas, STORM

Why is an American who has spent over a quarter century managing financial assets for his family cautioning you against selling your family business? Stuart Lucas urges you to think twice before selling your business.

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Advice for the Adviser

Stuart Lucas, WEALTH Magazine

Private banks need to earn wealthy clients’ trust by being more accountable and transparent. Otherwise, a newly risen clan of independent financial advisers might just steal the fireworks.

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10 Questions with Stuart Lucas on Wealth

By Shelly Lee in Journal of Practical Estate Planning

On being wealthy, sharing wealth, and the value of simplicity in wealth management.

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Overcoming Entropy

Stuart Lucas, Worth

The ties that bound the Carnation heirs were severed when their family business was sold — until they devised a common wealth strategy. In finding common ground, their family is now stronger and their wealth has more meaning.

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