- Hardcover: 256 pages
- Publisher: Kogan page (3 Aug 2005)
- Language English
- ISBN-10: 1576601773
- ISBN-13: 978-1576601778
- Product Dimensions: 16 x 2.3 x 23.6 cm
- See Complete Table of Contents
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Product Description
Review
“the book rattles through sales, gifts and retention, discusses taxation and psychological behaviour, and ends on the ‘powers of concentration’, reinforcing the message of finding some good in what is often construed as a predicament.”
high net worth
Review
"If you have even one client with a concentrated stock position, this is a must–read. Kochis combines decades of experience, exceptional technical knowledge, and a gift for writing to create an invaluable guide to this thorny issue."
– Harold Evensky
Chairman, Evensky & Katz
– Harold Evensky
Chairman, Evensky & Katz
"Finally someone has prepared the comprehensive guide to handling concentrated stock positions. Tim Kochis has long been a leader in the advisory community and built his business at ground zero of the technology stock market boom. He and his partners were forced to develop an unmatched expertise in helping clients manage large, single stock positions resulting from their employment. In this book, he shares his vast experience and insights with other advisors."
– Mark Hurley
CEO, Undiscovered Managers
"Anyone who works with clients with inherited wealth or corporate executives should keep this book prominently displayed on their desk. I have been referring to it more frequently than the Yellow Pages!"
– Ross Levin, CFP®
President, Accredited Investors, Inc.
Author, The Wealth Management Index
"If you can′t get Tim Kochis to advise you on your concentrated positions, buy this book for your adviser."
– Richard A. Kashnow, PhD
Former Chairman and CEO, Raychem
Nonexecutive Chairman, Komag
"Tim Kochis has another hit with his latest book, Managing Concentrated Stock Wealth. Advisers dealing with highly compensated executives will find this book to be an invaluable resource as they deal with the complex issues involved with concentrated stock positions."
– Tom L. Potts
Professor of Finance and FSP Program Director,
Baylor University Hankamer School of Business
"Tim Kochis is the planner′s planner, and Managing Concentrated Stock Wealth is essential reading for any advisor helping clients navigate the return, risk, tax, legal, charitable, and psychological issues that come with concentrated wealth. An indispensable book."
– Paul Solli
Partner, Aperio Group LLC
Inside This Book
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First Sentence
Clients face many constraints in addressing the risks of concentrated stock positions. Read the first page
Front Cover | Copyright | Table of Contents | Excerpt | Index | Back Cover
Clients face many constraints in addressing the risks of concentrated stock positions. Read the first page
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Concordance
Browse Sample PagesConcordance
Front Cover | Copyright | Table of Contents | Excerpt | Index | Back Cover
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