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Viac informácií o knihe Wealth

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Anotácia knihy

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.

Parametre knihy

• Celý názov: Wealth
• Autor: Richard P. Rojeck
• Jazyk: Angličtina
• Väzba: Pevná
• Počet strán: 131
• EAN: 9783030244965
• ISBN: 3030244962
• ID: 22577024
• Nakladateľ: Springer Nature Switzerland AG
• Hmotnosť: 444 g
• Rozmery: 232 × 138 × 17 mm
• Dátum vydania: 20. August 2019

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