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.

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