Wealth Management: A Concise Guide to Financial Planning and Investment Management for Wealthy Clients (Second Edition)

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.