书目名称 | Wealth | 副标题 | The Ultra-High Net W | 编辑 | Richard P. Rojeck | 视频video | | 概述 | 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-base | 图书封面 |  | 描述 | .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 | 出版日期 | Book 20191st edition | 关键词 | wealth management; financial planning; financial advising; estate planning; personal finance; income and | 版次 | 1 | doi | https://doi.org/10.1007/978-3-030-24497-2 | isbn_softcover | 978-3-030-24499-6 | isbn_ebook | 978-3-030-24497-2 | copyright | The Editor(s) (if applicable) and The Author(s), under exclusive license to Springer Nature Switzerl |
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