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Full Description
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.
Contents
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.
