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Wealth

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

Authors: Rojeck, Richard P.

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  • Written by a Certified Financial Planner professional with more than 30 years of experience serving individuals with estates of $25 million and more
    Presents strategies in a comprehensive, values-based financial planning process for ultra-high net worth individuals 
    Covers estate planning, business succession, asset protection, investment management, and income tax planning, among other areas

Buy this book

eBook 23,79 €
price for France (gross)
  • ISBN 978-3-030-24497-2
  • Digitally watermarked, DRM-free
  • Included format: PDF, EPUB
  • ebooks can be used on all reading devices
  • Immediate eBook download after purchase
Hardcover 31,64 €
price for France (gross)
  • ISBN 978-3-030-24496-5
  • Free shipping for individuals worldwide
  • Usually dispatched within 3 to 5 business days.
About this book

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.


About the authors

Richard P. Rojeck specializes in helping business owners, senior executives, and other high net worth individuals enjoy their wealth today while growing and protecting it for tomorrow. He has earned the CERTIFIED FINANCIAL PLANNER™ professional certification and the Accredited Investment Fiduciary designation. He has over 30 years of experience in developing and helping implement comprehensive financial plans that integrate financial independence analysis, estate and business succession planning, investment and risk management, and more. His goal is for his clients to enjoy clarity and confidence regarding the accumulation and preservation of wealth for themselves, their families, and their charitable causes.

Prior to beginning his financial planning practice, Rich served for six years as a commissioned Naval officer. He served on the national board of the International Association for Financial Planning. As its chairman, he was instrumental in a merger, leading to the creation of the Financial Planning Association, today the profession’s largest. In 2010, Rich was elected to the board of the CFP Board of Standards, the standards setting and certifying body for CERTIFIED FINANCIAL PLANNER™ professionals. He served as its chairman in 2015. From 2004 to 2016, he was a Managing Director with Lincoln Financial Advisors, the broker-dealer with which he is affiliated. Rich holds a Bachelor’s Degree in business administration from Oregon State University and an MBA in finance from San Diego State University.

Table of contents (10 chapters)

Table of contents (10 chapters)
  • Wealth

    Pages 1-5

    Rojeck, Richard P.

  • Estate Planning

    Pages 7-24

    Rojeck, Richard P.

  • Charitable Planning

    Pages 25-36

    Rojeck, Richard P.

  • Business Succession

    Pages 37-46

    Rojeck, Richard P.

  • Asset Protection Planning

    Pages 47-53

    Rojeck, Richard P.

Buy this book

eBook 23,79 €
price for France (gross)
  • ISBN 978-3-030-24497-2
  • Digitally watermarked, DRM-free
  • Included format: PDF, EPUB
  • ebooks can be used on all reading devices
  • Immediate eBook download after purchase
Hardcover 31,64 €
price for France (gross)
  • ISBN 978-3-030-24496-5
  • Free shipping for individuals worldwide
  • Usually dispatched within 3 to 5 business days.
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Bibliographic Information

Bibliographic Information
Book Title
Wealth
Book Subtitle
The Ultra-High Net Worth Guide to Growing and Protecting Assets
Authors
Copyright
2019
Publisher
Palgrave Macmillan
Copyright Holder
The Editor(s) (if applicable) and The Author(s), under exclusive license to Springer Nature Switzerland AG, part of Springer Nature
eBook ISBN
978-3-030-24497-2
DOI
10.1007/978-3-030-24497-2
Hardcover ISBN
978-3-030-24496-5
Edition Number
1
Number of Pages
XV, 131
Number of Illustrations
19 b/w illustrations, 2 illustrations in colour
Topics