- Good Idea, Bad Start
- When Opportunity Comes Face to Face with Hard Work and Preparation
- End of an Era
- No Strategic Approach to Wealth Management
- Alarm Bells
- It's Hard to Grow Assets AND Enjoy the Fruits of Success at the Same Time!
- Our Wealth Represented More Than Cash
- We Needed to Get a Handle on Our Investment Portfolio
- Introducing Strategic Wealth Management
- We Are Stewards, Not Owners, of Our Wealth
- Taking Control for the First Time
- The Power and Purpose of Entrepreneurial Stewardship
- Philanthropy Has Emerged as a Shared Interest Among Many Family Members
- Closer Family Ties
- The Value of Family Lore
- How My Dad Taught Me the Value of Money
- A Book About Strategic Wealth Management
Closer Family Ties
Since the members of my immediate family today coordinate our wealth management activities, it has brought my siblings, parents, and me closer together emotionally than in years past. You should know that growing diversified wealth is not easy. It requires cutting-edge investment and/or business knowledge, a competitive spirit, shared vision, education, and effective governance. It also requires a commitment to communicating openly, honestly, and respectfully with other family members—even when you don’t always agree with them. In the Lucas clan today, that’s not always easy to do. As our family continues to grow, we must each consider the concerns and interests of all family members in setting wealth management goals and making other critical wealth management decisions.