Press
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.
Download PDF »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.
Download PDF »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.
View Article »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.
Download PDF »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.
Download PDF »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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