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- 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
This chapter is from the book
Our Wealth Represented More Than Cash
I realized something else too. Our family’s money represented more than just cash. It represented risk taking, serving customers well, perseverance, history, love, and aspirations for a better future—a tangible gift from past generations of Stuarts to my own. It was meant to last a long time and to be used in ways that would benefit not just my family and me, but also society and generations of Stuarts yet unborn.