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

Afbeeldingen

Artikel vergelijken

  • Engels
  • Hardcover
  • 9783030244965
  • 20 augustus 2019
  • 131 pagina's
Alle productspecificaties

Samenvatting

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.


Productspecificaties

Inhoud

Taal
en
Bindwijze
Hardcover
Oorspronkelijke releasedatum
20 augustus 2019
Aantal pagina's
131
Illustraties
Nee

Betrokkenen

Hoofdauteur
Richard P. Rojeck

Overige kenmerken

Editie
1st ed. 2019
Extra groot lettertype
Nee
Product breedte
155 mm
Product lengte
235 mm
Studieboek
Ja
Verpakking breedte
155 mm
Verpakking hoogte
235 mm
Verpakking lengte
235 mm
Verpakkingsgewicht
454 g

EAN

EAN
9783030244965

Je vindt dit artikel in

Taal
Engels
Boek, ebook of luisterboek?
Boek
Beschikbaarheid
Leverbaar
Studieboek of algemeen
Studieboeken
Nog geen reviews

Kies gewenste uitvoering

Editie : 1st ed. 2019

Prijsinformatie en bestellen

De prijs van dit product is 35 euro en 10 cent.
2 - 3 weken
Verkoop door bol
  • Prijs inclusief verzendkosten, verstuurd door bol
  • Ophalen bij een bol afhaalpunt mogelijk
  • 30 dagen bedenktijd en gratis retourneren
  • Dag en nacht klantenservice