Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind
Language: English
Published by Palgrave Macmillan, 2018
- Hardcover
- Used
Seller: Housing Works Online Bookstore, New York, NY, U.S.A.Housing Works Online Bookstore
AbeBooks seller since December 20, 2004
Condition: Used - Very good
£ 18.51
Quantity: 1 available
Add to basketItem description from seller
Minimal wear to cover. Pages clean and binding tight. shelf wear. bumped edges. Hardcover.
Seller Inventory # JG8-00728-IN
- Title
- Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind
- Author
- Michael J. Nathanson, Jeffrey T. Craig, Jennifer A. Geoghegan, Nadine Gordon Lee, Michael A. Haber, Seth P. Hieken, Matthew C. Ilteris, D. Scott McDonald, Joseph A. Salvati, Stephen R. Stelljes
- Publisher
- Palgrave Macmillan
- Publication year
- 2018
- Condition
- Very Good
- Binding
- Hardcover
- Language
- English
- ISBN 10
- 3319984152
- ISBN 13
- 9783319984155
- Edition
- 1st ed. 2018.
- Item weight
- 1.05 pounds
Effective financial planning for executives and entrepreneurs is complex, dense, and impossible to reduce to a single, easy-to-understand formula. Designed to emphasize the importance of effective, targeted financial planning, this book begins by telling a story about a fictional, but plausible, power couple and their family who (spoiler alert!) do pretty much everything wrong in securing their financial future. In most cases, they don’t do the things needed because they don’t know what they are. Using this story as a case study of executives and entrepreneurs, the book breaks down the case into chapters and offers practical discussions of all the key financial planning pillars―investment planning, tax planning, estate planning, philanthropic planning, risk management, and equity-based compensation to name a few―with the tools needed to tailor a plan for virtually every circumstance and need. While there is no single plan that works for everybody, this book will provide a guide with complicated, technical information alongside specific guidance on how to build an effective financial plan.
"Synopsis" may belong to another edition of this title.
About the Author
Michael J. Nathanson is the Chairman, Chief Executive Officer, and President of The Colony Group, LLC. He is widely regarded as a leader in the wealth management industry and is committed to sharing his knowledge and experience with colleagues, clients, and the next generation of industry leaders. He is active in many industry-wide organizations and has served on numerous boards, including the Fidelity Institutional Wealth Services Advisor Council and the Schwab Advisor Services Advisory Board. Previously, he served on the Board of Advisors for Boston University’s Program for Financial Planners and as Co-Chairman of the Boston Bar Association Tax Section. Previously, Nathanson served as Chief Financial Officer and General Counsel of The Colony Group. Prior to joining The Colony Group, he was a Senior Partner at the international law firm of Wilmer Cutler Pickering Hale and Dorr LLP, where he held several leadership positions. He earned his Juris Doctor, cum laude, from Harvard Law School, an LL.M. in Taxation from Boston University School of Law, and a Bachelor of Arts, summa cum laude, from Brandeis University, where he was elected to membership in Phi Beta Kappa and was the recipient of numerous academic honors.
Additional Authors from The Colony Group include:
Jeffrey T. Craig, CFP®
Senior Vice President & Senior Wealth Advisor
Jennifer A. Geoghegan, MBA
Chief Strategy Officer
Nadine Gordon Lee, CPA/PFS, CFP®
Managing Director, Metro NY Offices & President, Colony Group Family Office
Michael Haber, JD, CFP®
Vice President & Senior Wealth Advisor
Seth P. Hieken, MSF, CFA
Executive Vice President & Director of Proprietary Strategies
Matthew C. Ilteris, CFP®, EA®
Vice President & Senior Wealth Advisor
D. Scott McDonald, MSFP, CFP®
Senior Vice President & Senior Wealth Advisor
Joseph A. Salvati, CFP®
Senior Vice President & Senior Wealth Advisor
Steven R. Stelljes, JD, CFP®
President of Client Services
"About the title" may belong to another edition of this title.
Housing Works Online Bookstore
New York, NY, U.S.A.
AbeBooks seller since December 20, 2004
Shipping rates within U.S.A.
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Housing Works Used Book Cafe is an independent open bookstore in New York City that presents great used, new and antiquarian books, good coffee, the opportunity to hear from many of the best writers and performers in America and the chance to make a difference in the fight against AIDS and Homelessness, in New York City and the world. We are a non-profit bookstore relying on volunteers to help run the store. Housing Works provides housing, health care, job training and advocacy for people living with HIV and AIDS. Fighting AIDS One Book At A Time…
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