"We wealth owners owe it to ourselves to learn, to protect our own interests, and to hold our advisers accountable. Then trust will be a by-product of fact rather than hope."

Stuart Lucas

“Advice for the Adviser” WEALTH Magazine

Private Wealth Management Education

Informed Wealth Owners Make Better Decisions And More Effective Use Of Their Advisors

Stuart Lucas co-founded and teaches in the University of Chicago Booth School of Business' Private Wealth Management (PWM) program, a four day executive education course exclusively for wealthy individuals and families. The PWM program offers wealth owners a comprehensive, integrated, and strategic approach to managing wealth.

Proven Results

94% of PWM alumni report that the've become better stewards of their wealth after attending PWM, and 100% would recommend PWM to others.

Alumni advise attending family members to frame difficult discussions and apply lessons learned.

Who Attends?

PWM participants are principals: they have built wealth, inherited wealth, or may be anticipating a liquidity event.

Individuals and families from all over the world attend PWM programs.

Participants have at least $10mm in financial assets; many have $250mm to more than $1 billion in net worth.


An Integrated, Strategic Approach to Wealth Management for High Net Worth Individuals and Families

MAY 4-8, 2020
OCTOBER 19-23, 2020


Learn More Executive Education: Chicago Booth

Wealth Strategist Partners: An Integrated, Strategic Approach to Long Term Wealth Creation

About Us

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Please read the important disclosures below.

Wealth Strategist Partners is an investment adviser registered with the United States Securities and Exchange Commission. Such registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Wealth Strategist Partners may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to Wealth Strategist Partners’ ADV Part 2 for additional information and risks.

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