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.

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Bibliographic Details

Title: Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind
Publisher: Palgrave Macmillan
Publication Date: 2018
Language: English
ISBN 10: 3319984152
ISBN 13: 9783319984155
Binding: Hardcover
Condition: Very Good
Dust Jacket Condition: Dust Jacket Included

About this title

Synopsis

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.

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 this title" may belong to another edition of this title.

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With 3 stores less than 1 hour outside the DC/Metropolitan area (1 in Gaithersburg, 1 in Frederick and 1 in Hagerstown, MD), we have the largest selection of books in the tri-state area. Wonder Book and Video has been in business since 1980 and online since 1997. We have over 1 Million books for sale on our website and another 1 Million books for sale in our 3 locations. Items on Abe are not necessarily in stock at our retail locations. Please do not call the stores to place orders for Abe Books sales. We have a very active online inventory and as such, we can receive multiple orders for the same item. We fill those orders on a first come first serve basis, but will refund promptly any items that are out of stock. Since 1980 it has always been about the books. ALL kinds of books from 95 cent children's paperbacks to five figure rare and collectibles. A merging of the old and new is where we started, and it is where we are today. Our retail stores have always been places where a reader can rush in looking for a title needed for a term paper that is due the next day, or where bibliophiles can get lost "in the stacks" for as long as they wish. In 2002 USAToday recognized us as "1 of 10 Great Old Bookstores", and we have been featured in numerous other newspaper and TV stories including Washington Post and CSpan. Members ABAA, ILAB.

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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.

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About this Item

Bibliographic Details

About this title

Synopsis

About the Author

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Sale & Shipping Terms

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Shipping Terms

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