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.
