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Wealth Strategist Partners
Wealth Strategist Partners was established in 2006 by Stuart E. Lucas, a fourth-generation heir of the Carnation Company founder E.A. Stuart. Susan K.
Wealth Strategist Partners
Wealth Strategist Partners was established in 2006 by Stuart E. Lucas, a fourth-generation heir of the Carnation Company founder E.A. Stuart. Susan K. Lucas serves as co-founder and COO. The firm advises select families on portfolio construction, succession planning, governance, and philanthropic objectives. The firm deploys capital through fund-of-funds structures and philanthropic vehicles. It covers venture capital, buyouts, early-stage, growth, and turnaround strategies. Confirmed focuses include ESG considerations. Geographic reach centers on North America. The approach emphasizes taxable-investor realities in asset allocation. The team includes partners Rod Goldstein, Tony Pritzker, Joe Mansueto, and Andrew Augenblick. Stuart Lucas directs the Private Wealth Management program at the University of Chicago Booth School of Business. No additional offices are recorded. Philanthropic vehicles include the Stuart Foundation and the Robin and Sandy Stuart Foundation. The firm maintains a hybrid structure that integrates direct family-office governance with external professional networks. Stuart Lucas holds a CFA designation and collaborates on art-finance strategies through Emigrant Bank Fine Art Finance.
General information
Firm type
Multi Family Office
Year founded
2006
Location
Region
North America
Country
United States
City
Tampa
Corporate office
Chicago, IL, United States
Principals
Stuart E. Lucas
Co-Managing Partner and CIO
Susan K. Lucas
Co-founder and COO
Rod Goldstein
Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Wealth Strategist Partners?
Stuart E. Lucas serves as Co-Managing Partner and CIO. He oversees portfolio construction and asset allocation for the firm's clients.
How does Wealth Strategist Partners source proprietary deal flow?
The firm draws on relationships with named partners including Tony Pritzker and Joe Mansueto. It also leverages the University of Chicago Booth School of Business network.
Is Wealth Strategist Partners structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office providing outsourced CIO services to a small number of exceptional families.
Does Wealth Strategist Partners participate in fund commitments or only direct deals?
The firm uses fund-of-funds structures alongside philanthropic and mission-related investing.
What investment stages does Wealth Strategist Partners typically target?
It covers venture capital, early stage, growth, buyout, and turnaround opportunities.
Where does the underlying wealth come from?
The firm originated from the Stuart family, fourth-generation heirs of the Carnation Company.
Does Wealth Strategist Partners maintain philanthropic structures, and how are they separated?
It advises on philanthropic objectives through vehicles such as the Stuart Foundation and the Robin and Sandy Stuart Foundation.
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