Wealth The Ultra High Net Worth Guide to Growing and Protecting Assets 1st edition by Richard Rojeck 3030244972 9783030244972

Wealth: The Ultra-High Net Worth Guide to Growing and Protecting Assets 1st edition by Richard P. Rojeck – Ebook PDF Instant Download/DeliveryISBN:  3030244972, 9783030244972 

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Product details:

ISBN-10 :  3030244972

ISBN-13 :  9783030244972

Author:  Richard P. Rojeck  

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 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.

Wealth: The Ultra-High Net Worth Guide to Growing and Protecting Assets 1st table of contents:

1. Wealth
2. Estate Planning
3. Charitable Planning
4. Business Succession
5. Asset Protection Planning
6. Life Insurance
7. Investment Management
8. Income Tax Planning
9. Selecting a Financial Planner
10. Tying It All Together

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Tags: Wealth, The Ultra, Protecting Assets, Richard Rojeck