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Newsweek, March 20, 2006 issue - Wealth: Grow It, Protect It, Spend It, and Share It by Stuart E. Lucas Congratulations! You've just come into some cash. But what to do next? With $1 trillion per year expected to pass from one generation of Americans to another over the next decade, it's a question more people than ever are facing. Writing from the perspective of one who has managed wealth for clients, as well as received it（he's an heir of Carnation Foods' founder）, Lucas shows step by step how to set investment goals that match your needs and values, pick the right advisers, manage taxes and avoid the pitfalls that shrink fortunes and fracture relationships.

Foreword

Acknowledgments

About the Author

Introduction

1 PROTECTING AND GROWING YOUR WEALTH

2 EIGHT PRINCIPLES OF STRATEGIC WEALTH MANAGEMENT

3 EVERYTHING BEGINS WITH VALUES

4 DEFINING YOUR FINANCIAL OBJECTIVES

5 THE EN CHANTED FOREST,THE SECRET SOCIETY,AND THE CAPITAL KIBBUTZ

6 PICKING YOUR INVESTMENT STRATEGY

7 MAKING YOUR MOST IMPORTANT HIRE

8 TAXES CAN BE YOUR ALLY!

9 PROMOTING ENTREPRENEURIAL STEWARDSHIP

10 MAKING PHILANTHROPY PAPT OF YOUR STRATEGIC WEALTH PROGRAM

11 PUTTING IT ALL TOGETHER:MULTIGENERATIONAL PLANNING AND WEALTH TRANSFER

Afterword

Appendix

Index

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作者简介:

STUART LUCAS has lived a double life for 25 years,both as a fourth-generation heir to the Carnation fortune,and as an accomplished wealth management advisor to others.Carnation-maker of such popular food prodcts as Carnation Evaporated Milk and Coffee-Mate Non-Dairy Creamer-was a family business until it was sold to Nestle in 1985.

Today,as Chairman of Wealth Strategist Network LLC,Lucas is building communities of individuals and families interested in becoming more informed,thoughtful,and effective overseers of their good fortune.He is also deeply involved in managing his own family's investments.

Formerly Senior Managing Director of private client services at Bank One,General Manager of the European operations of Wellington Management Company,and Assistant Portfolio Manager of a Forbes Honor Roll mutu-al fund,Lucas has not only managed wealth management organizations,but has also been an effective investor.

He currently serves as Vice Chairman of the National Public Radio Foundation.He holds an MBA from Harvard Business School,a BA from Dartmouth College,and is a Certified Financial Analyst.

书籍介绍

Never has it been more important to read Wealth: Grow It, Protect It, Spend It, and Share It. More of us have created more wealth today than ever before; managing our retirement assets is increasingly our own responsibility; and America is bracing for the largest intergenerational transfer of wealth in history. Added to this are the recent financial scandals which have left us confused about who to trust for good investment and wealth management advice. And because most advisors are specialists, the critical task of integrating the varied aspects of wealth management falls on our shoulders.Written by Stuart Lucas, an experienced investment professional, Carnation Company heir, and now manager of his family's fortune, Wealth: / Helps you to ntegrate the financial and family aspects of wealth management into an actionable, coherent whole; / Provides the tools and information you need to take charge of your wealth, so that your advisors and your money are working toward achieving your goals; / Addresses family relationships and values, preparing your children for affluence, the motives of advisors, spending, philanthropy, taxes, estate planning, investment strategies, and more. In short, Wealth is the definitive guide to optimizing your financial future. The lessons of Wealth apply whether you have $100,000 or $100,000,000, whether your goal is to safeguard assets to last your lifetime or to create a financial legacy that will continue for generations.