@article{1436225,
      recid = {1436225},
      author = {Nathanson, Michael J., and Craig, Jeffrey T., and  Geoghegan, Jennifer A., and Lee, Nadine Gordon., and Haber,  Michael A., and Haspel, Max B., and Hieken, Seth P., and  Ilteris, Matthew C., and McDonald, D. Scott., and Salvati,  Joseph A., and Stelljes, Stephen R.,},
      title = {Personal financial planning for executives and  entrepreneurs : the path to financial peace of mind /},
      pages = {1 online resource (xxxiv, 253 pages) :},
      note = {Includes index.},
      abstract = {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.},
      url = {http://library.usi.edu/record/1436225},
      doi = {https://doi.org/10.1007/978-3-030-65400-9},
}