Personal Financial Planning for Executives and Entrepreneurs / Progress in Mathematics (PDF)
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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 successful, 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 an executive and an entrepreneur, the book breaks down the case into chapters and offers practical discussions of all the key financial planning components-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 provides a guide, with technical information alongside general themes, focused on how to build an effective financial plan.
In addition to all the benefits of the first edition, this second edition provides significant new content and insights for the entrepreneur who is planning for a future liquidity event such as a sale. It also provides detail on how to manage concentrated ownership positions and on ESG investment strategies, a rapidly growing investment theme. Finally, the second edition includes tax, estate planning, regulatory, and other updates to reflect changes since the first edition was published.
Additional Authors from The Colony Group include:
Jeffrey T. Craig, CFP®
Senior Vice President & Senior Wealth Advisor
Jennifer A. Geoghegan, MBA
Chief of Staff & Strategy
Max B. Haspel
Co-President, Business Owner Services & Senior Wealth Advisor
Nadine Gordon Lee, CPA/PFS, CFP®
Managing Director, Metro NY Offices & President, Colony Group Family Office
Michael Haber, JD, CFP®
Managing Director, Colony Wealth Management & Senior Wealth Advisor
Seth P. Hieken, MSF, CFA
Executive Vice President & Director
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
- Autoren: Michael J. Nathanson , Joseph A. Salvati , Stephen R. Stelljes , Jeffrey T. Craig , Jennifer A. Geoghegan , Nadine Gordon Lee , Michael A. Haber , Max B. Haspel , Seth P. Hieken , Matthew C. Ilteris , D. Scott McDonald
- 2021, 2nd ed. 2021, 253 Seiten, Englisch
- Verlag: Springer International Publishing
- ISBN-10: 3030654001
- ISBN-13: 9783030654009
- Erscheinungsdatum: 22.04.2021
Abhängig von Bildschirmgrösse und eingestellter Schriftgrösse kann die Seitenzahl auf Ihrem Lesegerät variieren.
- Dateiformat: PDF
- Grösse: 4.42 MB
- Ohne Kopierschutz
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