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101 0 $aeng
135   $aurcnu||||||||
181   $ctxt$2rdacontent
182   $cc$2rdamedia
183   $acr$2rdacarrier
200 10$aWealth$b[electronic resource] $eThe Ultra-High Net Worth Guide to Growing and Protecting Assets /$fby Richard P. Rojeck
205   $a1st ed. 2019.
210  1$aCham :$cSpringer International Publishing :$cImprint: Palgrave Macmillan,$d2019.
215   $a1 online resource (137 pages)
300   $aIncludes index.
311 0 $a3-030-24496-2 
327   $a1. 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.
330   $aWith 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.
606   $aPersonal finance
606   $aPensions
606   $aPersonal Finance/Wealth Management/Pension Planning$3https://scigraph.springernature.com/ontologies/product-market-codes/622000
615  0$aPersonal finance.
615  0$aPensions.
615 14$aPersonal Finance/Wealth Management/Pension Planning.
676   $a332.024
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