Personal Financial Planning for Executives and Entrepreneurs

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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 effective, 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 executives and entrepreneurs, the book breaks down the case into chapters and offers practical discussions of all the key financial planning pillars-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 will provide a guide with complicated, technical information alongside specific guidance on how to build an effective financial plan.


Michael J. Nathanson is the Chairman, Chief Executive Officer, and President 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 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:

Preface Michael J. Nathanson
Chapter One: The Story of David and Goliath - and Abby and Samson, Part I

Michael J. Nathanson
Chapter Two: The Goals of Executive Financial Planning - Peace of Mind and the Five Pillars Michael J. Nathanson

Chapter Three: Understanding and Negotiating Executive Employment Agreements for Success

Michael J. Nathanson

Chapter Four: The ABCs (and ESPPs, RSUs, SARs, ISOs, and NSOs) of Equity-Based Compensation

Nadine Gordon Lee

Chapter Five: The Story of David and Goliath - and Abby and Samson, Part II

Michael J. Nathanson

Chapter Six: Achieving Financial Independence - Goals-Based Planning

Michael Haber and Joseph A. Salvati

Chapter Seven: Investment Planning in Five Steps

Matthew C. Ilteris and Seth P. Hieken

Chapter Eight: Tax Planning and the Ten Commandments

Jeffrey T. Craig, D. Scott McDonald, and Michael J. Nathanson

Chapter Nine: Estate Planning and Why It's Really So Important

Joseph A. Salvati and Stephen R. Stelljes

Chapter Ten: Planning for Philanthropy and What it Can Do for Everyone

Nadine Gordon Lee

Chapter Eleven: Managing Some of Life's Great Risks through Insurance

Joseph A.Salvati

Chapter Twelve: Finding the Right Advisors

Jennifer A. Geoghegan
Chapter Thirteen: The Alternative Story of Delilah, Redemption, and the Promised Land Michael J. Nathanson

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Personal Financial Planning for Executives and Entrepreneurs
The Path to Financial Peace of Mind
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H12mm x B238mm x T158mm
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