Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind
Nathanson, Michael J.; Craig, Jeffrey T.; Geoghegan, Jennifer A.; Lee, Nadine Gordon; Haber, Michael A.; Hieken, Seth P.; Ilteris, Matthew C.; McDonald, D. Scott; Salvati, Joseph A.; Stelljes, Stephen R.
Idioma: inglés
Editorial: Palgrave Macmillan, 2018
- Tapa dura
- Usado

Librería: Wonder Book, Frederick, MD, Estados Unidos de AmericaWonder Book
Vendedor de IberLibro desde 1 de noviembre de 1997
Condición: Usado - Bueno
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Cantidad disponible: 1 disponible
Añadir al carritoDescripción del artículo del vendedor
Very Good condition. Very Good dust jacket. A copy that may have a few cosmetic defects. May also contain light spine creasing or a few markings such as an owner's name, short gifter's inscription or light stamp.
N° de ref. del artículo I21B-04478
- Título
- Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind
- Autor
- Nathanson, Michael J.; Craig, Jeffrey T.; Geoghegan, Jennifer A.; Lee, Nadine Gordon; Haber, Michael A.; Hieken, Seth P.; Ilteris, Matthew C.; McDonald, D. Scott; Salvati, Joseph A.; Stelljes, Stephen R.
- Editorial
- Palgrave Macmillan
- Año de publicación
- 2018
- Estado
- Very Good
- Sobrecubierta
- Sobrecubierta Incluida
- Encuadernación
- Encuadernación de tapa dura
- Idioma
- inglés
- ISBN 10
- 3319984152
- ISBN 13
- 9783319984155
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.
“Sinopsis” puede pertenecer a otra edición de este título.
Acerca del autor
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
“Acerca de” puede pertenecer a otra edición de este título.
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