Personal Financial Planning for Executives and Entrepreneurs

Preface Michael J. NathansonChapter 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

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:

Jeffrey T. Craig, CFP^®

Senior Vice President & Senior Wealth Advisor

Jennifer A. Geoghegan, MBA

Chief Strategy Officer

Nadine Gordon Lee, CPA/PFS, CFP^®

Managing Director, Metro NY Offices & President, Colony Group Family Office

Michael Haber, JD, CFP^®

Vice President & Senior Wealth Advisor

Seth P. Hieken, MSF, CFA

Executive Vice President & Director of Proprietary Strategies

Matthew C. Ilteris, CFP^®, EA^®

Vice President & Senior Wealth Advisor

D. Scott McDonald, MSFP, CFP^®

Senior Vice President & Senior Wealth Advisor

Joseph A. Salvati, CFP^®

Senior Vice President & Senior Wealth Advisor

Steven R. Stelljes, JD, CFP^®

President of Client Services

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