Wealth Management: A Concise Guide to Financial Planning and Investment Management for Wealthy Clients

Kochis, S. Timothy; Management, The Staff Of Kochis Fitz Wealth

ISBN 10: 0808009737 / ISBN 13: 9780808009733

Published by CCH Incorporated, 2003

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Bibliographic Details

• Title: Wealth Management: A Concise Guide to Financial Planning and Investment Management for Wealthy Clients
• Publisher: CCH Incorporated
• Publication Date: 2003
• Language: English
• ISBN 10: 0808009737
• ISBN 13: 9780808009733
• Binding: Soft cover
• Condition: New

About this title

Synopsis

WEALTH MANAGEMENT offers the insights, thoughts, and experiences of one of today's top wealth professionals and his firm. Financial planners, accountants, lawyers, brokers, and portfolio managers who are looking to serve high net worth individuals or who want to expand on their existing skills in providing comprehensive wealth management services will benefit from this book. The book covers fundamental wealth planning topics, as well as contemporary issues such as stock options, asset protection, and alternative investments. The book merges financial theory with practical experience, yielding new insights and ideas that financial professionals can utilize in their practice. Topics covered include: drafting a financial plan, estate planning, insurance, investment planning, specialized tax planning, investment instruments, benefit retirement plans, cash management, stock options, alternative investments, asset protection, and managing debt. For financial professionals, who want a readable, authoritative reference to the contemporary fundamentals of financial planning, WEALTH MANAGEMENT is an ideal resource.

About the Author

S. Timothy Kochis is chief executive officer of Kochis Fitz Wealth Management, San Francisco-based firm which specializes in serving the financial needs of wealthy persons. He is chairman-elect of the Board of Governors of the Foundation for Financial Planning and serves on a nine-member Board of Directors of the Financial Planning Standards Board. He is director(hon.) of the Japanese Academic Society for Financial Planning.