WEALTH MANAGEMENT: A Concise Guide to Financial Planning and Investment Management for Wealthy Clients offers the insights of one of today's top wealth management professionals--Tim Kochis, J.D., M.B.A., CFP--and his firm, Kochis Fitz. The concise discussion reflects the tremendous experience gained in successfully serving thousands of elite clients. Financial planners, accountants, lawyers, brokers and portfolio managers who are looking to serve high net worth and high-income individuals or who want to expand on their existing skills in providing comprehensive planning and implementation assistance will benefit from this brand-new book. Much of the book covers fundamental wealth planning topics with an honest, real-world view that can lead to new insights and ideas on the part of the reader. Newer and more contemporary issues, such as alternative investment options, get special attention. WEALTH MANAGEMENT sets out a consistent, reliable approach to personal financial issues and describes a broad spectrum of appropriate responses, so clients and their wealth managers can be confident that, together, they are making intelligent decisions about money.
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About the Author
S. Timothy Kochis, J.D., M.B.A. and CFP, is the Chief Executive Officer and Principal of Kochis Fitz, a wealth management firm located in San Francisco and Menlo Park, California. Kochis is a former National Director of Personal Financial Planning for both Deloitte & Touche (1985-1991) and Bank of America (1981-1985). He currently serves as the Chairman-elect of the Board of Governors of the Foundation for Financial Planning. He serves on the nine-member Board of Directors of the Financial Planning Standards Board, the newly established governing board for the financial planning profession worldwide. He is a Director (Hon.) of the Japanese Academic Society for Financial Planning and the Past-Chairman of the International Certified Financial Planner Council. Kochis is a Past-President of the Certified Financial Planner Board of Standards and Past-Chairman of its Board of Examiners. He was responsible for supervising the creation of the examination now used throughout the profession to qualify CFP candidates. In addition, he was a Co-founder, Chairman of the Advisory Board and Instructor of the U.C. Berkeley Personal Financial Planning Program, one of the first accredited financial planning programs in the United States.
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Inside This Book
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Key Phrases - Statistically Improbable Phrases (SIPs):
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wealth management, employee stock options, tax strategies, alternative investments, personal financial goals, business succession planning, wealth management clients, many wealth managers, regular tax purposes, equity collar, gift tax cost, bargain element, investment reservoir, current gratification, income tax planning, gift tax value, transferable options, capital accumulation plans, minimum tax credit, concentrated stock positions, cash management program, disqualifying disposition, incremental shares, investment leverage, home equity indebtedness Key Phrases - Capitalized Phrases (CAPs): (learn more)
Code Sec, Social Security, Estate Planning, Risk Management, Specialized Income Tax Planning, General Income Tax Planning, Implementing the Investment Plan, Investment Planning, Debt Management, Kochis Fitz, Internal Revenue Code, United States, Strategy Fundamentals, Rhode Island, Consumer Price Index, Minors Act, Uniform Transfers, Revenue Procedure, Planning Note Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Index | Back Cover | Surprise Me!
wealth management, employee stock options, tax strategies, alternative investments, personal financial goals, business succession planning, wealth management clients, many wealth managers, regular tax purposes, equity collar, gift tax cost, bargain element, investment reservoir, current gratification, income tax planning, gift tax value, transferable options, capital accumulation plans, minimum tax credit, concentrated stock positions, cash management program, disqualifying disposition, incremental shares, investment leverage, home equity indebtedness Key Phrases - Capitalized Phrases (CAPs): (learn more)
Code Sec, Social Security, Estate Planning, Risk Management, Specialized Income Tax Planning, General Income Tax Planning, Implementing the Investment Plan, Investment Planning, Debt Management, Kochis Fitz, Internal Revenue Code, United States, Strategy Fundamentals, Rhode Island, Consumer Price Index, Minors Act, Uniform Transfers, Revenue Procedure, Planning Note Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Index | Back Cover | Surprise Me!
Citations (learn more)
This book cites 11
books:
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- Against the Gods: The Remarkable Story of Risk by Peter L. Bernstein in Back Matter
- A Random Walk Down Wall Street, Fourth Edition 1985 by Burton G. Malkiel in Back Matter
- Investment Management (Wiley Frontiers in Finance) by Peter L. Bernstein in Back Matter
- Capital Ideas: The Improbable Origins of Modern Wall Street by Peter L. Bernstein in Back Matter
- A Random Walk Down Wall Street: Including a Life-Cycle Guide to Personal Investing by Burton G. Malkiel in Back Matter
See all 11 books this book cites
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