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Beschreibung
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. Dieses Produkt haben wir gerade leider nicht auf Lager.
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Technische Daten
Erscheinungsdatum
20.08.2019
Sprache
Englisch
EAN
9783030244965
Herausgeber
Springer International Publishing
Sonderedition
Nein
Autor
Richard P. Rojeck
Seitenanzahl
131
Auflage
1st edition 2019
Einbandart
Gebundene Ausgabe
Buch Untertitel
The Ultra-High Net Worth Guide to Growing and Protecting Assets
Schlagwörter
wealth management, financial planning, financial advising, estate planning, personal finance, income and estate tax, tax reform, household finance
Thema-Inhalt
KFF - Finanzenwesen und Finanzindustrie
Höhe
235 mm
Breite
15.5 cm
-.-
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