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.
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|Publisher:||Springer Nature B.V.|
|Product dimensions:||6.14(w) x 9.21(h) x 0.32(d)|
About the Author
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 ContentsChapter 1: Wealth
How Much is “Enough?”
Chapter 2: Estate Planning
Defining and Protecting Your Legacy
Chapter 3: Charitable Planning
Tools and Tactics for Giving Back
Chapter 4: Business Succession
For When It’s Time to Go
Chapter 5: Asset Protection Planning
Prevention and Defense Against Assaults on Your Wealth
Chapter 6: Life Insurance
When Pennies Become Dollars
Chapter 7: Investment Management
The Science and the Art
Chapter 8: Income Tax Planning
Strategies to Keep More and Pay Less
Chapter 9: Selecting a Financial Planner
Chapter 10: Tying it All Together
A Checklist for a Comprehensive Plan