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Personal Financial Planning for Executives and Entrepreneurs - The Path to Financial Peace of Mind (Hardcover, 2nd ed. 2021)
Loot Price: R745
Discovery Miles 7 450
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Personal Financial Planning for Executives and Entrepreneurs - The Path to Financial Peace of Mind (Hardcover, 2nd ed. 2021)
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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
successful, 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 an executive and an entrepreneur, the book
breaks down the case into chapters and offers practical discussions
of all the key financial planning components-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 provides a guide, with technical information alongside general
themes, focused on how to build an effective financial plan. In
addition to all the benefits of the first edition, this second
edition provides significant new content and insights for the
entrepreneur who is planning for a future liquidity event such as a
sale. It also provides detail on how to manage concentrated
ownership positions and on ESG investment strategies, a rapidly
growing investment theme. Finally, the second edition includes tax,
estate planning, regulatory, and other updates to reflect changes
since the first edition was published.
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