Also known as WSP
Wealth Strategist Partners is a multi-family office based in Chicago, Illinois. Established in 1985, the firm serves the nation's wealthiest families and individuals and focuses on private, taxable investors and their related entities. They develop an investment strategy and implementation recommendations based on the understanding of each client's specific situation. Wealth Strategist Partners provides family enterprise advisory services to a select group of individuals and complex families of significant net worth. At Wealth Strategist Partners (WSP) we work with our clients as we do with our own families: as principals serving principals. WSP originated in the investment office for the Lucas family, formed following the sale of the family's business, Carnation Company, in 1985. WSP is co-led by Stuart Lucas, Rod Goldstein, and Susan Lucas. Each of WSP's principals have over 30 years' experience working with complex families.
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Wealth Strategist Partners is a wealth manager based in Chicago, United States, managing approximately $260M in assets.
Wealth Strategist Partners is headquartered in Chicago, United States.
Wealth Strategist Partners manages approximately $260M in assets under management.
Wealth Strategist Partners was founded in 1985.
Wealth Strategist Partners focuses on Fund of Funds, Joint Venture/Partner, Long-Term Investments, Diversified Finance Consulting, Fund of Funds, Investment Management, Legal & Tax Services, Multi-Asset Investing.
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