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.
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The Ultra-High Net Worth Guide to Growing and Protecting Assets
Produktdetaljer
ISBN
9783030244972
Publisert
2019
Utgiver
Springer Nature
Språk
Product language
Engelsk
Format
Product format
Digital bok
Forfatter