Can I read Wealth : The Ultra-High Net Worth Guide to Growing and Protecting Assets on EtoBox?

Wealth : The Ultra-High Net Worth Guide to Growing and Protecting Assets by Richard P. Rojeck is a nonfiction available to read on EtoBox.

What is Wealth : The Ultra-High Net Worth Guide to Growing and Protecting Assets about?

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

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

Author

Richard P. Rojeck

Publisher

Springer International Publishing : Imprint: Palgrave Macmillan

Published

2019

Language

EN

ISBN

9783030244972

Category

nonfiction

Subjects

Business, Economics, Finance

Updated

2026-03-24