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

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

by Richard P. Rojeck

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Overview

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.




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Product Details

ISBN-13: 9783030244989
Publisher: Springer Nature B.V.
Publication date: 08/09/2019
Pages: 148
Product dimensions: 6.14(w) x 9.21(h) x 0.32(d)

About the Author

Richard P. Rojeck specializes in helping business owners, senior executives, and other high net worth individuals enjoy their wealth today while growing and protecting it for tomorrow. He has earned the CERTIFIED FINANCIAL PLANNER™ professional certification and the Accredited Investment Fiduciary designation. He has over 30 years of experience in developing and helping implement comprehensive financial plans that integrate financial independence analysis, estate and business succession planning, investment and risk management, and more. His goal is for his clients to enjoy clarity and confidence regarding the accumulation and preservation of wealth for themselves, their families, and their charitable causes.


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 Contents

Chapter 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
Choose Wisely


Chapter 10: Tying it All Together
A Checklist for a Comprehensive Plan


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