Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind - Hardcover

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.

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

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

Senior Vice President & Senior Wealth Advisor

President of Client Services

“Entrepreneurs and executives often find it difficult to attend to their personal financial lives as they launch and grow their businesses. For anyone who can relate to this very real challenge, consider this your most trusted playbook as you seek to identify and address the key elements of achieving financial peace of mind throughout the pivotal moments of your career and life.” (Aaron L. Pullin, CPA, Chief Financial Officer, NS1 and experienced tech entrepreneur)

“This book is an essential read for all executives and entrepreneurs who want to build, maximize, and protect their wealth and ultimately achieve financial independence. It is presented as a cautionary tale of a professional couple’s financial misfortunes and how applied principles of financial planning can result in a more secure and rewarding financial future. The book offers a multitude of practical planning options, advice, and strategies that are tailored specifically for executives and entrepreneurs who wish to attain their personal goals and financial success.” (Carolynn Tomin, CFP®, Director, Boston University Financial Planning Programs)

“I have always felt that you learn a lot more from failures than you do successes. You figure out quickly with whom you want to be in the foxhole. When it comes to your personal finances and the future well-being of your family, you don’t want to find yourself in the foxhole with the wrong team. I found the information in this book around finding that right team to be particularly helpful.” (Scott Roe, Vice President & Chief Financial Officer, VF Corporation)