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Michael J. Lewis

Managing Concentrated Stock Wealth

An Advisor's Guide to Building Customized Solutions

Ebook (PDF Format)

Concentrated stock positions are among the oldest and most familiar issues faced by financial advisors. They will likely be part of the job as long as entrepreneurs create new wealth, and stock, options, and other stock-based measures are part of executive compensation. Managing Concentrated Stock Wealth is the advisor's guide to skillfully managing the risk and the opportunity presented by concentrated stock holdings. Written by Tim Kochis, a recognized leader in financial planning, this Second Edition walks you through 20 strategies for managing concentrated stock wealth-organized from easiest to more complex-to demonstrate best practice fo… Mehr

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Produktdetails


Weitere Autoren: Kochis, Tim
  • ISBN: 978-1-119-13384-1
  • EAN: 9781119133841
  • Produktnummer: 19381553
  • Verlag: Wiley
  • Sprache: Englisch
  • Erscheinungsjahr: 2015
  • Seitenangabe: 240 S.
  • Plattform: PDF
  • Masse: 8'058 KB
  • Auflage: 2. Aufl.

Über den Autor


TIM KOCHIS is the CEO of Kochis Global, a firm he founded to advance best-in-class wealth management and investment planning services, especially in the emerging economies of Asia. He pioneered the independent model in the U.S. financial services industry, chaired every professional organization in his field, received every achievement award his profession confers over more than 40 years, and directly provided personal financial planning services to thousands of clients at Bank of America, Deloitte, and Aspiriant. MICHAEL J. LEWIS is the Director of Wealth Strategies at Vernal Point Advisors. Michael previously worked at Aspiriant from 2008-2015, where he served as a wealth manager for high net worth and family office clients, and was deeply involved in developing the firm's systems and intellectual property. At Vernal Point Advisors, Michael focuses on areas of concentrated wealth management, executive compensation optimization, and family office services.

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