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Wealththe ultra-high net worth guide...

Rojeck, Richard P.

Wealththe ultra-high net worth guide to growing and protecting assets /

紀錄類型:	書目-電子資源 : Monograph/item
正題名/作者:	Wealthby Richard P. Rojeck.
其他題名:	the ultra-high net worth guide to growing and protecting assets /
作者:	Rojeck, Richard P.
出版者:	Cham :Springer International Publishing :2019.
面頁冊數:	xv, 131 p. :ill., digital ;24 cm.
Contained By:	Springer eBooks
標題:	Finance, Personal.
電子資源:	https://doi.org/10.1007/978-3-030-24497-2
ISBN:	9783030244972$q(electronic bk.)

Wealththe ultra-high net worth guide to growing and protecting assets /
Rojeck, Richard P.

Wealththe ultra-high net worth guide to growing and protecting assets /[electronic resource] :by Richard P. Rojeck. - Cham :Springer International Publishing :2019. - xv, 131 p. :ill., digital ;24 cm.

1. Wealth: How Much is "Enough" -- 2. Estate Planning: Defining and Protecting Your Legacy -- 3. Charitable Planning: Tools and Tactics for Giving Back -- 4. Business Succession: For When It's Time to Go -- 5. Asset Protection Planning: Prevention and Defense Against Assaults on Your Wealth -- 6. Life Insurance: When Pennies Become Dollars -- 7. Investment Management: The Science and the Art -- 8. Income Tax Planning: Strategies to Keep More and Pay Less -- 9. Selecting a Financial Planner: Choose Wisely -- 10. Tying it All Together: A Checklist for a Comprehensive Plan.

With few exceptions, books on personal finance focus on investing. And with few exceptions, these same books focus on the general public. This book takes a comprehensive approach to the subject, directed to the ultra-high net worth reader, filling this void. While there is no shortage of experts in legal, tax, investment, and other matters, in many ways, ultra-high net worth individuals are underserved, even as they are confronted with potentially increasing challenges to the growth and protection of their wealth. Planning strategies lacking a foundation of client-driven values and purpose, coordination and a mechanism for ongoing review and maintenance result in suboptimal outcomes. As a Certified Financial Planner Professional with over 30 years of experience serving individuals with substantial wealth, Richard Rojeck presents an alternative approach, one based upon a comprehensive planning process. He addresses the eight key planning areas for the ultra-high net worth individual, describing the top strategies within each. He challenges you to assess your current planning and provides guidance on how to select an often-missing member of the advisory team. With a readable and approachable style, this book will help you more effectively grow and protect your assets for yourself, your family, and your charitable causes.

ISBN: 9783030244972$q(electronic bk.)

Standard No.: 10.1007/978-3-030-24497-2doiSubjects--Topical Terms:

207826
Finance, Personal.

LC Class. No.: HG179 / .R65 2019

Dewey Class. No.: 332.024

Wealththe ultra-high net worth guide to growing and protecting assets /
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520 $a With few exceptions, books on personal finance focus on investing. And with few exceptions, these same books focus on the general public. This book takes a comprehensive approach to the subject, directed to the ultra-high net worth reader, filling this void. While there is no shortage of experts in legal, tax, investment, and other matters, in many ways, ultra-high net worth individuals are underserved, even as they are confronted with potentially increasing challenges to the growth and protection of their wealth. Planning strategies lacking a foundation of client-driven values and purpose, coordination and a mechanism for ongoing review and maintenance result in suboptimal outcomes. As a Certified Financial Planner Professional with over 30 years of experience serving individuals with substantial wealth, Richard Rojeck presents an alternative approach, one based upon a comprehensive planning process. He addresses the eight key planning areas for the ultra-high net worth individual, describing the top strategies within each. He challenges you to assess your current planning and provides guidance on how to select an often-missing member of the advisory team. With a readable and approachable style, this book will help you more effectively grow and protect your assets for yourself, your family, and your charitable causes.
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