Cash Out, Cash In : The After Success Investment Guide - Hardcover

Mourick, Mark Van

Hardcover

ISBN 10: 0970298307 ISBN 13: 9780970298300

Publisher: Optivest Press, 2000

Synopsis

Unlike most personal finance books, CASH OUT, CASH IN is not a "How to Get Rich"book. Rather,it is an after-success book aimed at the demanding needs of families with $1 million to $1 billion of investable capital.

Read straight through or absorbed in sections, it is intended to be a handy desk guide for all stages of wealth management. Part I "Getting Liquid" offers advise based upon the selling of over 150 businesses,on getting the most from your business sale, pre-sale estate strategies, and also looks at the management of concentrated stock holdings. Part II "Building an Optimum Investment Portfolio" walks you through a thorough investment-planning process to determine your risk tolerance, return targets, and economic assumptions, etc., and ends with an ideal Personal Investment Charter and Asset Allocation. Detailed chapters on stock market, real estate, fixed income, and private business investments reflect success strategies used by the ultra-wealthy. Part III "Managing for Optimum Satisfaction" helps you build a "dream team" of professional advisors, explores family offices and advanced estate designs, and offers advise on becoming a comfortable and confident private investor.

Never before has one book combined so many adroit investment strategies for optimum personal wealth management.

About this title

About the Author

Mark Van Mourick is the president of OPTIVEST, Inc. an investment firm that works exclusively with very wealthy families. Mark graduated from the U.S.C. business school in 1978, a few short years later became Smith Barney's #1 stock broker in Orange County, and in 1987 co-founded OPTIVEST, Inc.. Mark, a substantial investor himself, invests side-by-side with his clients in a wide variety of investments including stocks, real estate and venture capital.

Edition details

• Publisher: Optivest Press
• Publication date: 2000
• ISBN 10: 0970298307
• ISBN 13: 9780970298300
• Binding: Hardcover
• Language: English
• Number of pages: 231