Wealth pp 121-125 | Cite as

Tying It All Together

  • Richard P. RojeckEmail author


Properly integrating the disciplines and underlying strategies of investment management, estate and philanthropic planning, risk management, governance and succession of a closely-held business, income tax planning and other considerations into a comprehensive plan and managing them on an ongoing basis is no easy task. Perhaps a good place to start is an assessment of where you stand in implementing them. In that context and by way of a review of what we’ve discussed, I offer the following checklist.

Copyright information

© The Author(s) 2019

Authors and Affiliations

  1. 1.La JollaUSA

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