Wealth The Ultra-High Net Worth Guide to Growing and Protecting Assets /

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...

Πλήρης περιγραφή

Λεπτομέρειες βιβλιογραφικής εγγραφής
Κύριος συγγραφέας: Rojeck, Richard P. (Συγγραφέας, http://id.loc.gov/vocabulary/relators/aut)
Συγγραφή απο Οργανισμό/Αρχή: SpringerLink (Online service)
Μορφή: Ηλεκτρονική πηγή Ηλ. βιβλίο
Γλώσσα:English
Έκδοση: Cham : Springer International Publishing : Imprint: Palgrave Macmillan, 2019.
Έκδοση:1st ed. 2019.
Θέματα:
Διαθέσιμο Online:Full Text via HEAL-Link
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250 |a 1st ed. 2019. 
264 1 |a Cham :  |b Springer International Publishing :  |b Imprint: Palgrave Macmillan,  |c 2019. 
300 |a XV, 131 p. 21 illus., 2 illus. in color.  |b online resource. 
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505 0 |a 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. 
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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