Financial Planning for High Net Worth Individuals (Executive Series)

Book Description
A comprehensive and authoritative guide by expert advisers to the art and science of wealth management.

From the Publisher
This book is a comprehensive and authoritative guide to the art and science of wealth management. It is a source book that wealth management advisers can turn to when looking for in-depth answers. Collected here are the insights of expert advisers, presented in a thoughtful and thorough manner on the vital aspects of financial management. This is the ultimate reference tool for ways to preserve and enhance wealth. Innovative strategies and proven techniques are presented in a readable and practical way by the most respected practitioners in the field. Required reading for high net worth individuals as well as for every serious wealth management professional.

About the Author
Donald R. Levy, JD, MBA, is an attorney and benefits consultant. A graduate of Harvard College (cum laude) and Harvard Law School, he also received an MBA in accounting from New York University where he received the New York State Society of CPAs prize for being first in his graduating class among accounting majors. A combat veteran of World War II, he practiced law with Wall Street firms, became Vice President in the employee benefit consulting department of Johnson & Higgins, and then became Vice President-Human Resources, Personnel and Industrial Relations, Policy and Planning at United States Tobacco Company (now UST, Inc.) from where he retired. Then as Senior Technical Consultant with Prentice Hall, he authored their updated Pension Handbook. He subsequently became Senior Technical Consultant for Research Institute of America. Mr. Levy has since authored or edited a number of books from his own office including the IRA Answer Book, Executive Compensation Treatise, 403(b) Answer Book, Guide to Cash Balance Plans, Quick Reference Guide to IRAs, and the State-by-State Guide to Managed Care Law. He has taught at the University of Connecticut and Mount Holyoke College, has served as panelist for the Practicing Law Institute, and has lectured before other professional groups.


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Twenty expert financial advisers contribute 15 chapters on the art and science of effective wealth management. Coverage includes general principles, major applications—creation of a new insurance company, home security and qualified personal residence trusts, hedge funds, swaps, single stock concentration risk management, the family office—and special techniques, including nonqualified deferred compensation, supplemental executive retirement, and 401(k) mirror plans; private placement variable universal life; Section 529 education plans; private annuities; and long-term care. For multimillionaire investors and investors on the fast track to achieving greater wealth, and their advisers. Annotation ©2004 Book News, Inc., Portland, OR


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