Stuart Lucas

Private Wealth Management Education

Informed Wealth Owners Make Better Decisions and More Effective Use of Their Advisors

Stuart Lucas co-founded and teaches in the University of Chicago Booth School of Business’ Private Wealth Management (PWM) program, a four-day executive education course exclusively for wealthy individuals and families.

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Proven Results

94% of PWM alumni report that the've become better stewards of their wealth after attending PWM, and 100% would recommend PWM to others.

Alumni advise attending family members to frame difficult discussions and apply lessons learned.

Who Attends?

PWM participants are principals: they have built wealth, inherited wealth, or may be anticipating a liquidity event.

Individuals and families from all over the world attend PWM programs.

Participants have at least $10mm in financial assets; many have $250mm to more than $1 billion in net worth.

PRIVATE WEALTH MANAGEMENT

MAY 4-8, 2020
OCTOBER 19-23, 2020

AT GLEACHER CENTER CHICAGO

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PRIVATE WEALTH MANAGEMENT

In the era of COVID-19, the only certainty is uncertainty. Gain wealth planning essentials to navigate these uncertain times. The Wealth Planning Essentials program runs March 15-26. Please apply by March 1st to ensure your place.

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

Advisers to Exceptional Families – Wealth Strategist Partners

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Please read the important disclosures below.

The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell services or advice. Wealth Strategist Partners, LLC (“Wealth Strategist Partners”, “we”, “us” or the “Firm”) is registered with the Securities and Exchange Commission (“SEC”) as an investment adviser. As brokerage and investment advisory services and fees differ, it is important for retail investors to understand the differences. This Form CRS is intended to provide retail investors with a summary of the relationship that we maintain with such individuals.