Insights

THE 50% RULE

Journal of Wealth Management

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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PICK YOUR BATTLES

Journal of Wealth Management

For taxable investors, the disciplined marriage of investment strategy and good tax management, compounding over long periods of time, creates the capacity for powerful investment value added.

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A Conversation With Stuart Lucas

The Affluent Family Pro

This wide-ranging interview by Charles Skorina discusses family wealth, governance, counteracting entropy, and taxable investing. We also explore whether to build or outsource a family office and how to identify and retain the right people to help you.

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A New G4 CEO

The Global Manufacturing Company

This global manufacturing company installed a G4 member as CEO and plans to refresh its board. The family is also making changes to its family governance, family office and foundation as it works to engage G4 in stewardship and governance and educate G5. Rod Goldstein has been engaged in this work for several years: “we are going out of our way to separate the two (the operating company and family office) so the board can be focused on operating matters while also ensuring that there is consistent communication and transparency across the two”.

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WEALTH: GROW IT AND PROTECT IT

This acclaimed book helps you to design a strategic, focused, and disciplined approach to growing and protecting your financial assets. Using Stuart Lucas’s family history as a case study, Wealth integrates all the key components of wealth management, with your values, strengths, and ambitions at the core. Wealth is required reading for the Private Wealth Management program at the University of Chicago. FT Press, 2012.

Profit maximization and retention strategies with Stuart Lucas & Andy Augenblick

Wath "Maximizing your profits by minimizing expenses in investment portfolios and art" with wealth manager Stuart Lucas and art financier and advisor Andy Augenblick.

Profit maximization and retention strategies with Stuart Lucas & Andy Augenblick

Wath "Maximizing your profits by minimizing expenses in investment portfolios and art" with wealth manager Stuart Lucas and art financier and advisor Andy Augenblick.

Wealth Strategist Partners: An Integrated, Strategic Approach to Long Term Wealth Creation

About Us

Investment wealth management advisory services

We’ve assembled a team to serve wealthy families and individuals. Let's start a conversation.

contact@wspcio.com
Phone: (312) 863-6080
Two Prudential Plaza 180 North Stetson Avenue, Suite 1310 Chicago, IL 60601

Please read the important disclosures below.

Wealth Strategist Partners is an investment adviser registered with the United States Securities and Exchange Commission. Such registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Wealth Strategist Partners may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to Wealth Strategist Partners’ ADV Part 2 for additional information and risks.

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