Publications

In this section of our website we post articles about a wide variety of subject matter related to wealth management and investing. From education articles, business opportunities, marketplace insights and current news you can find interesting information provided by Wealth Strategist Partners.

The Taxable Investor’s Manifesto


This new book is written for every investor with taxable wealth and every advisor who serves them. Working at the intersection of investing, tax and estate planning can be worth millions more dollars to you, and with a high probability of success. This book shows you how.


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Capital Allocation In Complex Family Enterprises

Parametric Portfolio Associates® LLC

A wide-ranging interview on capital allocation, governance, estate planning and ESG in family enterprises during the COVID crisis. Stuart Lucas was joined in this interview panel by two seasoned family office executives.

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THE 50% RULE

Journal of Wealth Management

An investment strategy focused on profits after fees and after tax will increase the proportion of your investment returns that end 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 Skorina Letter

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

Family Business Magazine

This article describes a G3 to G4 journey. Over the past three years, this family and its board have elevated a G4 member to CEO of the family-owned global manufacturing company, transitioning the G3 CEO to Chairman; created a board Governance Committee, transitioning its operating company board of directors to serve the G4 CEO and the company's next era; evolved family governance from G3 to G4; separated assets and governance of the operating company from other family concerns; and structured its family office and family foundation with G4 leaders. The Board’s able work was recently recognized: Family Business Magazine named the MacLean-Fogg Board one of its three top performing fiduciary boards of 2020.

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WEALTH: GROW IT AND PROTECT IT


This best selling book helps you to design a strategic, focused, and disciplined approach to growing your family enterprise. Using Stuart Lucas’s family as a case study, Wealth integrates all the key components of wealth management, with your values, strengths and ambitions at the core.

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.

Investment wealth management advisory services

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

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Information included regarding assets under management and portfolio companies at a prior investment firm are included for informational purposes only in order to demonstrate both business and sector experience. Further, Wealth Strategist Partners has no ability to affect or influence the performance of prior investments at the prior investment firm as the members of the Wealth Strategist Partners team are no longer affiliated with the prior investment firm. Other personnel from the prior investment firm were involved with and provided material assistance with respect to the investments at the prior investment firm and are not part of the Wealth Strategist Partners team.

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