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|a 9783030244972
|9 978-3-030-24497-2
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|a 10.1007/978-3-030-24497-2
|2 doi
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|a 332.041
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|a Rojeck, Richard P.
|e author.
|4 aut
|4 http://id.loc.gov/vocabulary/relators/aut
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|a Wealth
|h [electronic resource] :
|b The Ultra-High Net Worth Guide to Growing and Protecting Assets /
|c by Richard P. Rojeck.
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|a 1st ed. 2019.
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|a Cham :
|b Springer International Publishing :
|b Imprint: Palgrave Macmillan,
|c 2019.
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|a XV, 131 p. 21 illus., 2 illus. in color.
|b online resource.
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|a text
|b txt
|2 rdacontent
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|a computer
|b c
|2 rdamedia
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|a online resource
|b cr
|2 rdacarrier
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|a text file
|b PDF
|2 rda
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|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.
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|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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|a Personal finance.
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|a Pension plans.
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|a Personal Finance/Wealth Management/Pension Planning.
|0 http://scigraph.springernature.com/things/product-market-codes/622000
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|a SpringerLink (Online service)
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|t Springer eBooks
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|i Printed edition:
|z 9783030244965
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|i Printed edition:
|z 9783030244989
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|i Printed edition:
|z 9783030244996
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|u https://doi.org/10.1007/978-3-030-24497-2
|z Full Text via HEAL-Link
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|a ZDB-2-ECF
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|a Economics and Finance (Springer-41170)
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