Who should attend
This program is for wealth owners only, with financial assets of USD $10 million or more. Single family office executives may attend with principal family members, but other financial advisors may not attend.
About the course
In the era of COVID-19, the only certainty is uncertainty. Markets have rebounded from their initial crash earlier in the year, but the state of the global economy remains fragile. Taxes are likely to go up in the coming years in response to rising deficits. How should families manage through the turbulence? In this new live-online program, you’ll gain wealth planning essentials to navigate these uncertain times.
This is an application-based program. Seats are limited in the full program experience since discussion groups will be capped at 15 people each; to ensure your seat, we highly encourage you to submit your application for the June 2021 session as soon as possible.
In this new live-online program, attendees will gain the tools to incorporate individual and family values in effective wealth planning, creating shared purpose, and strategic philanthropy. You'll examine different approaches taxable investors can take to capture value, from simple to complex, and draw important lessons from successful multigenerational families.
*Engage your Family *
Members of the same family can derive considerable benefit from taking this program together. The program provides a foundation for continued productive dialogue well into the future. It also can bring together family members from different generations in an environment where they can explore and validate different perspectives. To attend as a family, contact us for a simple group registration process.
This program provides an opportunity to share experiences, express ideas, and connect with your peers. Because some of the most valuable learning in the course takes place in sharing experiences, we create a confidential and solicitation-free environment. All participants must sign a confidentiality agreement before joining the course.
Our live-online programs are delivered in a synchronous format where you’ll engage with faculty and peers in an interactive, high-impact virtual environment. The benefit of this format is that you’ll receive valuable content in short, digestible sessions to help you absorb the program materials in-between sessions.
This program features live sessions held Mondays, Wednesdays, and Fridays starting at 9am CST over a two-week period.
Lectures will be recorded and available to participants any time during the program and for three weeks thereafter. Discussion groups will not be recorded.
Week One Sessions
- Strategic Wealth Management Framework
- Picking Your Financial Objectives
- Managing a Taxable Investor’s Balance Sheet
- Investment Strategy 1
- Measuring the Tradeoffs: eat well or sleep well?
- Investment Strategy 2
Week Two Sessions
- Risk Management Case Studies
- Building a Vision for Your Wealth and Family
- Fire Drill: Preparing for Sudden Departure
- Strategic Philanthropy
- Rethinking Your Financial Advisor’s Value Proposition
- Wrap Up: Setting Yourself Up to Win
Office Hours – With Stuart Lucas
Held on multiple mornings before class, these sessions provide you with the opportunity to ask questions and get input regarding your specific circumstances.
Small Discussion Groups – Facilitated by Stuart Lucas
Discussion groups will be limited to 15 participants to preserve an intimate environment for meaningful dialogue. The full experience includes three discussion groups. Download the brochure to review the list of available topics.
Stuart Lucas has worked as an investment professional for over 30 years. He is the founder, Chairman and co-Chief Investment Officer of Wealth Strategist Partners, LLC, an investment advisor to selected families and entrepreneurs specializing in the management of long-term taxable wealth. Additi...
Videos and materials
Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.
We are happy to help you find a suitable online alternative.