Personal financial planning for executives and entrepreneurs : the path to financial peace of mind / Michael J. Nathanson, Jeffrey T. Craig, Jennifer A. Geoghegan, Nadine Gordon Lee, Michael A. Haber, Max B. Haspel, Seth P. Hieken, Matthew C. Ilteris, D. Scott McDonald, Joseph A. Salvati, Stephen R. Stelljes.
Nathanson, Michael J., author.; Craig, Jeffrey T., author.; Geoghegan, Jennifer A., author.; Lee, Nadine Gordon., author.; Haber, Michael A., author.; Haspel, Max B., author.; Hieken, Seth P., author.; Ilteris, Matthew C., author.; McDonald, D. Scott., author.; Salvati, Joseph A., author.; Stelljes, Stephen R., author.
2021
HG179
Available Online

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Title
Personal financial planning for executives and entrepreneurs : the path to financial peace of mind / Michael J. Nathanson, Jeffrey T. Craig, Jennifer A. Geoghegan, Nadine Gordon Lee, Michael A. Haber, Max B. Haspel, Seth P. Hieken, Matthew C. Ilteris, D. Scott McDonald, Joseph A. Salvati, Stephen R. Stelljes.
Author
Nathanson, Michael J., author.
Edition
2nd ed. 2021.
ISBN
9783030654009 (electronic bk.)
3030654001 (electronic bk.)
9783030653996
3030653994
DOI
https://doi.org/10.1007/978-3-030-65400-9
Published
Cham, Switzerland : Palgrave Macmillan, [2021]
Language
English
Description
1 online resource (xxxiv, 253 pages) : color illustrations
Item Number
10.1007/978-3-030-65400-9 doi
Call Number
HG179
Dewey Decimal Classification
332.024002465
Summary
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.
Note
Includes index.
Access Note
Access limited to authorized users.
Digital File Characteristics
text file
PDF
Source of Description
Online resource; title from PDF title page (SpringerLink, viewed May 3, 2021).
Added Author
Craig, Jeffrey T., author.
Geoghegan, Jennifer A., author.
Lee, Nadine Gordon., author.
Haber, Michael A., author.
Haspel, Max B., author.
Hieken, Seth P., author.
Ilteris, Matthew C., author.
McDonald, D. Scott., author.
Salvati, Joseph A., author.
Stelljes, Stephen R., author.
Available in Other Form
Print version: 9783030653996
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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 Employment 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.

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