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Wealththe ultra-high net worth guide...
~
Rojeck, Richard P.
Wealththe ultra-high net worth guide to growing and protecting assets /
Record Type:
Electronic resources : Monograph/item
Title/Author:
Wealthby Richard P. Rojeck.
Reminder of title:
the ultra-high net worth guide to growing and protecting assets /
Author:
Rojeck, Richard P.
Published:
Cham :Springer International Publishing :2019.
Description:
xv, 131 p. :ill., digital ;24 cm.
Contained By:
Springer eBooks
Subject:
Finance, Personal.
Online resource:
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.
Wealth
the 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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Wealth
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[electronic resource] :
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the ultra-high net worth guide to growing and protecting assets /
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by Richard P. Rojeck.
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Springer International Publishing :
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Imprint: Palgrave Macmillan,
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2019.
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xv, 131 p. :
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ill., digital ;
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24 cm.
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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.
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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.
650
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Finance, Personal.
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207826
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Personal Finance/Wealth Management/Pension Planning.
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Springer eBooks
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https://doi.org/10.1007/978-3-030-24497-2
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Economics and Finance (Springer-41170)
based on 0 review(s)
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電子館藏
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1
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000000175509
電子館藏
1圖書
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EB HG179 .R741 2019 2019
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1 records • Pages 1 •
1
Multimedia
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https://doi.org/10.1007/978-3-030-24497-2
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