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Wealth

Grow It and Protect It, Updated and Revised
Summary:

The book provides strategies for high-net-worth individuals to manage and preserve their wealth across generations, covering investment principles, family governance, and financial education. It emphasizes the importance of creating a long-term plan that includes asset allocation, diversification, and succession planning to ensure the sustainability of wealth.

Key points:

1. Family Vision and Values: Lucas stresses the need for a clear family vision and values to guide wealth-related decisions, align goals, and prevent conflict.

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