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Autore: |
Rojeck Richard P
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Titolo: |
Wealth [[electronic resource] ] : The Ultra-High Net Worth Guide to Growing and Protecting Assets / / by Richard P. Rojeck
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Pubblicazione: | Cham : , : Springer International Publishing : , : Imprint : Palgrave Macmillan, , 2019 |
Edizione: | 1st ed. 2019. |
Descrizione fisica: | 1 online resource (137 pages) |
Disciplina: | 332.024 |
Soggetto topico: | Personal finance |
Pensions | |
Personal Finance/Wealth Management/Pension Planning | |
Note generali: | Includes index. |
Nota di contenuto: | 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. |
Sommario/riassunto: | 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. |
Titolo autorizzato: | Wealth ![]() |
ISBN: | 3-030-24497-0 |
Formato: | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione: | Inglese |
Record Nr.: | 9910349535503321 |
Lo trovi qui: | Univ. Federico II |
Opac: | Controlla la disponibilità qui |