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 areasfor 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.
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 areasfor 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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Wealth: The Ultra-High Net Worth Guide to Growing and Protecting Assets
131![Wealth: The Ultra-High Net Worth Guide to Growing and Protecting Assets](http://img.images-bn.com/static/redesign/srcs/images/grey-box.png?v11.10.4)
Wealth: The Ultra-High Net Worth Guide to Growing and Protecting Assets
131Paperback(1st ed. 2019)
Product Details
ISBN-13: | 9783030244996 |
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Publisher: | Springer International Publishing |
Publication date: | 08/07/2019 |
Edition description: | 1st ed. 2019 |
Pages: | 131 |
Product dimensions: | 6.10(w) x 9.25(h) x (d) |