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

    Wealth by Rojeck, Richard P.;

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

      • 12% KEDVEZMÉNY?

      • A kedvezmény csak az 'Értesítés a kedvenc témákról' hírlevelünk címzettjeinek rendeléseire érvényes.
      • Kiadói listaár EUR 37.44
      • Az ár azért becsült, mert a rendelés pillanatában nem lehet pontosan tudni, hogy a beérkezéskor milyen lesz a forint árfolyama az adott termék eredeti devizájához képest. Ha a forint romlana, kissé többet, ha javulna, kissé kevesebbet kell majd fizetnie.

        15 528 Ft (14 788 Ft + 5% áfa)
      • Kedvezmény(ek) 12% (cc. 1 863 Ft off)
      • Kedvezményes ár 13 664 Ft (13 013 Ft + 5% áfa)

    15 528 Ft

    Beszerezhetőség

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    A beszerzés időigényét az eddigi tapasztalatokra alapozva adjuk meg. Azért becsült, mert a terméket külföldről hozzuk be, így a kiadó kiszolgálásának pillanatnyi gyorsaságától is függ. A megadottnál gyorsabb és lassabb szállítás is elképzelhető, de mindent megteszünk, hogy Ön a lehető leghamarabb jusson hozzá a termékhez.

    A termék adatai:

    • Kiadás sorszáma 1st ed. 2019
    • Kiadó Palgrave Macmillan
    • Megjelenés dátuma 2019. augusztus 20.
    • Kötetek száma 1 pieces, Book

    • ISBN 9783030244965
    • Kötéstípus Keménykötés
    • Terjedelem131 oldal
    • Méret 235x155 mm
    • Súly 454 g
    • Nyelv angol
    • Illusztrációk 19 Illustrations, black & white; 2 Illustrations, color
    • 0

    Kategóriák

    Rövid leírás:

    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.


    Több

    Hosszú leírás:

    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.


    Több

    Tartalomjegyzék:

    1. Wealth: How Much is "Enough".- 2. Estate Planning: Defining and Protecting Your Legacy.- 3. Charitable Planning: Tools and Tactics for Giving Back.- 4. Business Succession: For When It's Time to Go.- 5. Asset Protection Planning: Prevention and Defense Against Assaults on Your Wealth.- 6. Life Insurance: When Pennies Become Dollars.- 7. Investment Management: The Science and the Art.- 8. Income Tax Planning: Strategies to Keep More and Pay Less.- 9. Selecting a Financial Planner: Choose Wisely.- 10. Tying it All Together: A Checklist for a Comprehensive Plan.

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