Téléchargez le livre : Wealth

Wealth

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

Éditeur :

Palgrave Macmillan


Paru le : 2019-08-06

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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.
Pages
131 pages
Collection
n.c
Parution
2019-08-06
Marque
Palgrave Macmillan
EAN papier
9783030244965
EAN PDF
9783030244972
Informations sur l'ebook
Nombre pages copiables
1
Nombre pages imprimables
13
Taille du fichier
1782 Ko
Prix
35,72 €
EAN EPUB
9783030244972
Informations sur l'ebook
Nombre pages copiables
1
Nombre pages imprimables
13
Taille du fichier
2079 Ko
Prix
35,72 €

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