Managing Concentrated Stock Wealth: An Adviser’s Guide to Building Customized Solutions

Review

“An engrossing book on an important subject for any financial planner with high-asset clients . . . (an) excellent book.” — Estate Planning magazine, February 2006″Essential for helping clients navigate the return, risk, tax, legal, charitable, and psychological issues that come with concentrated wealth.” — Paul Solli, Partner, Aperio Group LLC”I have been referring to it more frequently than the yellow pages!” — Ross Levin, CFP, President, Accredited Investors, Inc.”If…
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