Tim Kochis reviews the opportunities for maximizing clients' wealth using the broad range of techniques available to successfully manage concentrated stock wealth.
Publisher: Bloomberg Press (June 15, 2005)
Wealth Management: A Concise Guide to Financial Planning and Investment Management for Wealthy Clients
Our professionals literally wrote the book on Wealth Management, now in its second edition.
Publisher: CCH Incorporated (Second Ed. November 1, 2006)