9. Promoting Entrepreneurial Stewardship

“My keenest desire is that the country’s opportunities and its possibilities remain open and available to my son and to my grandchildren and to their children after them as well as to all other young men and women who have high ideals and are willing to make sacrifices for their attainment.”

E. A. Stuart

As you’ve learned in previous chapters, the Lucas family’s financial goals are firmly multigenerational in focus. To that end, I’ve described what it takes to achieve ambitious returns on your investments. I’ve also talked about how to develop tax strategies and pursue other proactive steps to ensure that your family’s wealth is preserved not only for your lifetime but for multiple generations.

The missing ...

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