Cash Out, Cash In - The After Success Investment Guide

Unlike most personal finance books, Cash Out, Cash In is not a “How to Get Rich” book. Rather Cash Out, Cash In is an after-success book aimed at the demanding needs of families and business owners with $1 million to $1 billion dollars of capital to invest.

Read straight through or absorbed in sections, Cash Out, Cash In is intended to be a handy desk reference for all stages of wealth management.

Part I, “Getting Liquid,” offers advice based upon the successful selling of over 150 businesses, on getting the most from your business sale and on pre-sale estate strategies. “Getting Liquid” also looks at the management of concentrated stock holdings.

Part II, “Building an Optimum Investment Portfolio,” carefully walks you through a complete and very thorough investment planning process to determine your investment risk tolerance, return targets and economic assumptions. This chapter ends with an ideal Personal Investment Charter and Asset Allocation.

Detailed chapters on stock market, real estate, fixed income and private business investments reflect success strategies used by the ultra-wealthy.

Part III, “Managing for Optimum Satisfaction,” helps you build a “Dream Team” of professional advisors, explores family offices and advanced estate designs, and offers advice on becoming a comfortable and confident private investor.

Never before has one book combined so many adroit investment strategies for optimum personal wealth management.

Request your copy today

Adobe Flash Player Required

News & Press

Helpful Links

Cash Out, Cash In - The After Success Investment Guide