The Taxable Investor's Manifesto

Hardback by Stuart E. Lucas

The Taxable Investor's Manifesto: Wealth Management Strategies to Last a Lifetime is written for every investor with taxable wealth and every advisor who serves them. The Taxable Investor's Manifesto guides readers through a series of related topics, bringing clarity to complexity with an economy of words, while providing valuable and actionable advice at every turn.

This remarkable book combines the deep industry knowledge of a seasoned practitioner with the communication skills of a leading educator. Author Stuart E. Lucas is the founder and Chief Investment Officer of Wealth Strategist Partners, a firm that advises complex family enterprises, including his own. He also co-founded the University of Chicago’s Private Wealth Management program, now in its fourteenth year.

Most investment books only address pre-tax headline returns, but individuals pay taxes. The incentives and disincentives of our tax system can have a dramatic impact on actual investment time horizons and returns. The Manifesto sensibly folds tax incentives into investment strategy in ways that can add profound value over a lifetime to actual results. It includes guidance on:

  • How to keep a greater percentage of your profits with a higher probability of success and less effort
  • Why it’s important to manage the intersection of investment, tax and estate planning
  • How to compete for better long-term investment returns against tax-exempt investors.

Whether you're a young professional or entrepreneur, a mid-career manager, a senior business executive, or a retiree this book will give you tools to enhance your net worth considerably. If you are an advisor, studying and implementing Lucas's advice will strengthen your business and make your clients happier.

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Format: Hardback, 176 pages Language: English
Dimension: 147 x 23 x 218mm ISBN10: 1119692032
Weight: 386g ISBN13: 9781119692034
Publication Date: 03 Jun 2020 Publisher: Wiley


STUART E. LUCAS is the founder and Chief Investment Officer of Wealth Strategist Partners, a firm that advises complex family enterprises, including his own. He co-founded the University of Chicago's Private Wealth Management program, now in its fourteenth year, and is the author of the bestselling Wealth: Grow It and Protect It and numerous articles on investing and wealth management. Lucas is Chairman of the Investment Committee of National Public Radio and formerly Senior Managing Director of the Ultra-High-Net-Worth Group within Private Client Services at Bank One, now JPMorgan Chase. He holds an MBA from Harvard Business School and is a Chartered Financial Analyst.


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