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

By (author) Richard P. Rojeck
Genres: Finance
Format: Hardback
Publisher: Springer Nature Switzerland AG, Cham, Switzerland
Published: 20th Aug 2019
Dimensions: w 149mm h 240mm d 16mm
Weight: 405g
ISBN-10: 3030244962
ISBN-13: 9783030244965
Barcode No: 9783030244965
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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