Special Situations/Sudden Wealth

Specializing in complex financial situations

Lucas Capital Management specializes in helping people who are faced with complex financial situations that have major impacts on their lives and the lives of future generations. Our involvement is focused on the life decisions that impact their financial plans, retirement plans, and the investment of their assets.

If you are a business owner, you have probably run into situations where you are evaluating various financial options. While you and your team may be looking at the impact of your decisions on your business, Lucas Capital Management will be looking at the impact on your personal financial life. That’s the value-added benefit our team brings to your financial situation.

Perhaps you are a business executive who has been offered a higher-paying job at a company in another city. While you look at the career opportunity, our team can help you evaluate the financial consequences. How are you better off in the short and long-run? Our team of experts will help you make the right decision for you and your family.

Some clients have been impacted by sudden wealth due to the sale of a business or real estate. Sometimes it is an inheritance. This type of sudden wealth can be a financial game-changer. A prudent, smart investment strategy can make the assets last for the lifetimes of our clients and future generations.

You do not pay any additional fees for these consultative services. This is just one of the value-added services that you have access to when you are a client of Lucas Capital Management.