- #Csi wealth management essentials pdf download registration
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He is the author of numerous articles on investing and wealth management, most recently "The 50% Rule" and "Pick Your Battles" (Journal of Wealth Management), co-authored with Alejandro Sanz. His book, Wealth: Grow It and Protect It (FT Press), has been published on three continents. Stuart designed and leads the University of Chicago Booth School of Business's Private Wealth Management continuing education program, which has served over 500 individuals and families in the 12 to 14 years since the course’s inception. In addition to his duties with WSP, Stuart is Chairman of the Investment Committee of National Public Radio and is a board member of the National Public Radio Foundation.
#Csi wealth management essentials pdf download professional
Stuart has been an investment professional for over 35 years, and serves as WSP's CIO. Stuart founded Wealth Strategist Partners (WSP) as the successor to his family's investment platform, where he was co-Chief Investment Officer for many years following the sale of Carnation Company, the business founded by his great-grandfather. All participants must sign a confidentiality agreement before joining the course. Because some of the most valuable learning in the course takes place in sharing experiences, we create a confidential and solicitation-free environment. This program provides an opportunity to share experiences, express ideas, and connect with your peers.
#Csi wealth management essentials pdf download registration
To attend as a family, contact us for a simple group registration process. It also can bring together family members from different generations in an environment where they can explore and validate different perspectives.
The program provides a foundation for continued productive dialogue well into the future. Members of the same family can derive considerable benefit from taking this program together. You'll examine different approaches taxable investors can take to capture value, from simple to complex, and draw important lessons from successful multi-generational families. 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.
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