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Wealth

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

  • Richard P. Rojeck
Book

Table of contents

  1. Front Matter
    Pages i-xv
  2. Richard P. Rojeck
    Pages 1-5
  3. Richard P. Rojeck
    Pages 7-24
  4. Richard P. Rojeck
    Pages 25-36
  5. Richard P. Rojeck
    Pages 37-46
  6. Richard P. Rojeck
    Pages 47-53
  7. Richard P. Rojeck
    Pages 55-62
  8. Richard P. Rojeck
    Pages 63-91
  9. Richard P. Rojeck
    Pages 93-111
  10. Richard P. Rojeck
    Pages 113-120
  11. Richard P. Rojeck
    Pages 121-125
  12. Back Matter
    Pages 127-131

About this book

Introduction

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.


Keywords

wealth management financial planning financial advising estate planning personal finance income and estate tax tax reform

Authors and affiliations

  • Richard P. Rojeck
    • 1
  1. 1.La JollaUSA

Bibliographic information

  • DOI https://doi.org/10.1007/978-3-030-24497-2
  • Copyright Information The Editor(s) (if applicable) and The Author(s), under exclusive license to Springer Nature Switzerland AG, part of Springer Nature 2019
  • Publisher Name Palgrave Macmillan, Cham
  • eBook Packages Economics and Finance
  • Print ISBN 978-3-030-24496-5
  • Online ISBN 978-3-030-24497-2
  • Buy this book on publisher's site