| Description |
1 online resource (xxxiv, 253 pages) : color illustrations |
| Contents |
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 |
| 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 |
| Notes |
Includes index |
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Online resource; title from PDF title page (SpringerLink, viewed May 3, 2021) |
| Subject |
Finance, Personal.
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Executives -- Finance, Personal
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Businesspeople -- Finance, Personal
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Businesspeople -- Finance, Personal
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Executives -- Finance, Personal
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Finance, Personal
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| Form |
Electronic book
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| Author |
Craig, Jeffrey T., author
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Geoghegan, Jennifer A., author
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Lee, Nadine Gordon., author
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Haber, Michael A., author
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Haspel, Max B., author
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Hieken, Seth P., author.
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Ilteris, Matthew C., author.
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McDonald, D. Scott., author
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Salvati, Joseph A., author.
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Stelljes, Stephen R., author.
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| ISBN |
9783030654009 |
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3030654001 |
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