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 ​

Author: Michael J. Nathanson, Jeffrey T. Craig, Jennifer A. Geoghegan
Binding Type: Hardcover
Publisher: Palgrave MacMillan
Published: 04/23/2021
Pages: 253
Weight: 1.2lbs
Size: 9.40h x 7.70w x 0.80d
ISBN: 9783030653996
2nd 2021 Edition

About the Author

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(R)

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(R)

Managing Director, Metro NY Offices & President, Colony Group Family Office

Michael Haber, JD, CFP(R)

Managing Director, Colony Wealth Management & Senior Wealth Advisor

Seth P. Hieken, MSF, CFA

Executive Vice President & Director of Proprietary Strategies

Matthew C. Ilteris, CFP(R), EA(R)

Vice President & Senior Wealth Advisor

D. Scott McDonald, MSFP, CFP(R)

Senior Vice President & Senior Wealth Advisor

Joseph A. Salvati, CFP(R)

Senior Vice President & Senior Wealth Advisor

Steven R. Stelljes, JD, CFP(R)

President of Client Services