Covers the most up-to-date investment planning, tax planning, estate planning, asset allocation, and risk management based on the latest regulatory and tax changes
Includes significant content and insights for the entrepreneur who is in the pre-liquidity phase of a transaction

Showcases a theoretical case study of an executive and entrepreneur and walks through the key pillars of an effective, targeted financial plan Provides a guide on building an effective financial plan for each circumstance and situation Covers the most up-to-date investment planning, tax planning, estate planning, asset allocation, and risk management based on the latest regulatory and tax changes Includes significant content and insights for the entrepreneur who is in the pre-liquidity phase of a transaction

Autorentext

Michael J. Nathanson is the Chair and Chief Executive Officer 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 President, 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 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

Inhalt

Chapter 1. The Story of David and Goliath, and Abby and Samson: A Journey with No Direction.- Chapter 2. The Goals of Executive Financial Planning: Peace of Mind and the Five Pillars.- Chapter 3. Understanding and Negotiating Executive Emplyment Agreements for Success.- Chapter 4. The ABCs (and ESPPs, RSUs, SARs, ISOs, and NSOs) of Equity-Based Compensation.- Chapter 5. The Story of David and Goliath, And Abby and Samson: The Aftermath.- Chapter 6. Achieving Financial Independence: Goals-Based Planning.- Chapter 7. Investment Planning in Five Steps.- Chapter 8. Tax Planning and the Ten Commandments.- Chapter 9. Estate Planning and Why It's Really So Important.- Chapter 10. Planning for Philanthrophy and What It Can Do for Everyone.- Chapter 11 Too Much of a Good Thing: Managing Concentrated Holdings.- Chapter 12. Managing Some of Life's Great Risks Through Insurance.- Chapter 13. Five-Pillared Planning for Exits and Other Liquidity Events.- Chapter 14. Finding the Right Advisors.- Chapter 15. The Alternative Story of Delilah, Redemption, and the Promised Land.