Can I read Wealth Management : a Concise Guide to Financial Planning and Investment Management for Wealthy Clients on EtoBox?

Wealth Management : a Concise Guide to Financial Planning and Investment Management for Wealthy Clients by S. Timothy Kochis, The Staff Of Kochis Fitz Wealth Management is a business book available to read on EtoBox.

What is Wealth Management : a Concise Guide to Financial Planning and Investment Management for Wealthy Clients about?

WEALTH MANAGEMENT offers the insights, thoughts, and experiences of one of today's top wealth professionals and his firm. Financial planners, accountants, lawyers, brokers, and portfolio managers who are looking to serve high net worth individuals or who want to expand on their existing skills in providing comprehensive wealth management services will benefit from this book. The book covers fundamental wealth planning topics, as well as contemporary issues such as stock options, asset protection, and alternative investments. The book merges financial theory with practical experience, yielding new insights and ideas that financial professionals can utilize in their practice. Topics covered drafting a financial plan, estate planning, insurance, investment planning, specialized tax planning, investment instruments, benefit retirement plans, cash management, stock options, alternative investments, asset protection, and managing debt. For financial professionals, who want a readable, authoritative reference to the contemporary fundamentals of financial planning, WEALTH MANAGEMENT is an ideal resource.

Who reads Wealth Management : a Concise Guide to Financial Planning and Investment Management for Wealthy Clients?

Author

S. Timothy Kochis, The Staff Of Kochis Fitz Wealth Management

Publisher

Commerce Clearing House, Incorporated

Published

2003

Language

EN

ISBN

9780808009733

Category

business

Subjects

Finance, Business

Rating

1 / 5 (1 ratings)

Updated

2026-03-14