TY - BOOK AU - Lucas, Stuart E. TI - Wealth: grow it, protect it, spend it, and share it SN - 9788131704325 U1 - 332.02401 PY - 2006/// CY - Upper Saddle River, N.J. PB - Wharton School Pub. KW - Investments KW - Finance, Personal KW - Portfolio management N1 - Includes bibliographical references and index; Protecting and growing your wealth -- Eight principles of strategic wealth management -- Everything begins with values -- Defining your financial objectives -- The enchanted forest, the secret society, and the capital kibbutz -- Picking your investment strategy -- Making your most important hire -- Taxes can be your ally! -- Promoting entrepreneurial stewardship -- Making philanthropy part of your strategic wealth program -- Putting it all together : multigenerational planning and wealth transfer ER -