Wealth Management: A Concise Guide to Financial Planning and Investment Management for Wealthy Clients (Second Edition)Topics and Contents |
| Framing the Client's Goal in Terms of Consumption for Both Motivation and Measurement Purposes--Including the Time Dimension That Is So Essential to the Measurability Feature of Well-Stated Goals. |
| Organizing an Approach to Cash Management--Projecting Cash Flows. |
| Specific Client Situations and Comprehensive Approaches That Have Helped Clients in these Situations. |
| Issues and Decisions Regarding the Emergency Liquidity Reserve--There Are Special Considerations for Wealthy Clients Who May Overestimate Such Needs. |
| The Importance of Maximizing Mortgage Interest Deductions. |
| Investment Reservoir Issues--Getting Funds Invested and Avoiding Funds Staying Too Long on the Sidelines. |
| Specialized Income Tax Planning Considerations That Frequently Apply to High-Income and High Net Worth Individuals. |
| Investments and Time--The Most Powerful Variable in Investment Return Expectations. |
| Specific Investment Vehicles--A Basic Review of the Options Available in the Wealth Manager's Arsenal. |
| Managing Debt--The Opportunities and Constraints Associated With Discretionary Debt, Often a Primary Focus of Wealth Management. |
| Benefit and Retirement Programs--Understanding the Client's Employment Benefits and Opportunities in This Important Realm. |
| Insurance Coverage--Coverage for Which the Client's Individual Decision, Aided By the Wealth Manager's Counsel, Is Crucial. |
| Estate Planning--Dealing With the Potentially Onerous Tax Implications and the Variety of Methods to Preserve Wealth for Future Generations. |
| Key Planning Situations That Require Wealth Managers to Be Especially Insightful, Such As Marital Agreements and Business Succession. |
| Employee Stock Options and the Tax, Securities Law and Other Important Planning Considerations Wealth Managers Should Understand to Help Clients Take Maximum Advantage of these Wealth-Building Tools. |
| Alternative Investments--An Area of Increased Attention From Wealth Managers, their Clients and the Media in Recent Years As a Reaction to the Combination of Increased Volatility and Steep Declines in Traditional Equity Markets. |
| Also Included Is a Brief Bibliography of Analytical and Data Resources That Are Recommended By the Author. |
| This Updated Edition Includes the Latest Tax Law and Regulations, Including Tipra, and Inflation-Adjusted Figures. |