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When hard work and good fortune intersect, wealth is often produced and in abundance.
For the wealthy, questions of "will I have enough?" are often supplanted by "how much is too much?"
Concerns about how to deploy such wealth to enrich their children's and grandchildren's lives while not depriving them of their individual purpose and fulfillment that comes in meeting life's challenges on their own, are common. And methods to most effectively secure a legacy through philanthropy are of keen interest. These are the issues that, for the wealthy, often matter most.
The second edition of Wealth: Strategies to Grow and Protect What Matters helps answer these questions and more. Newly revised, Wealth covers such topics as: How much wealth is enough?; defining a legacy; family governance, estate, gift and income tax strategies; charitable planning; family business; succession planning, and more. Wealth is comprehensive yet written in an approachable, entertaining style.
In this second edition, case studies - based upon real life examples of high net worth individuals - have been incorporated into each chapter to further illustrate the concepts presented. Perhaps you will identify with some of them.
Throughout, questions are presented to help you think about how the principles apply to your own situation. And in the concluding chapter, Tying It All Together, a comprehensive checklist helps you to determine how you "score" in arranging and managing your affairs to grow and protect what matters most to you.
Table des matières
1. Wealth.- 2. Your Legacy.- 3. Family Governance.- 4. Estate Tax Planning.- 5. Charitable Planning.- 6. Business Succession.- 7. Asset Protection Planning.- 8. Life Insurance.- 9. Investment Fundamentals.- 10. Principles of Portfolio Management.- 11. Income Tax Planning.- 12. Selecting a Financial Planner.- 13. Tying It All Together.
A propos de l'auteur
Rich Rojeck specializes in helping business owners, farmers, senior executives and other high net worth individuals grow and protect what matters. Rich holds the CERTIFIED FINANCIAL PLANNERTM professional and Accredited Investment Fiduciary professional certifications. He has more than 40 years of experience in developing and helping implement comprehensive financial plans that integrate financial independence analysis, estate planning strategies, business succession planning, investment and risk management, and more. His goal is for his clients to enjoy clarity and confidence regarding the attainment of their financial and life goals.
Rich holds a Bachelor’s Degree in business administration from Oregon State University and an MBA in finance from San Diego State University. Prior to beginning his financial planning practice, Rich served six years as a commissioned Naval officer, including two Western Pacific deployments and assignment as an instructor at the Surface Warfare Officers School in San Diego. Rich ultimately attained the rank of Lt. Commander.
Rich served on the national board of the International Association for Financial Planning from 1992-1999 and was its chairman in 1999. In 2010, Rich was elected to the board of the CFP Board of Standards, the standards setting and certifying body for CERTIFIED FINANCIAL PLANNERTM professionals. He served as its chairman in 2015. From 2004-2016, he was a Managing Director with Lincoln Financial Advisors, an investment firm.
Rich stays fit running, swimming, and cycling. He enjoys reading, wine collecting, travel, and is a budding jazz pianist. Rich and his wife Joji have three children and reside in San Diego, California.
Résumé
When hard work and good fortune intersect, wealth is often produced and in abundance.
For the wealthy, questions of “will I have enough?” are often supplanted by “how much is too much?”
Concerns about how to deploy such wealth to enrich their children’s and grandchildren’s lives while not depriving them of their individual purpose and fulfillment that comes in meeting life’s challenges on their own, are common. And methods to most effectively secure a legacy through philanthropy are of keen interest. These are the issues that, for the wealthy, often matter most.
The second edition of Wealth: Strategies to Grow and Protect What Matters helps answer these questions and more. Newly revised, Wealth covers such topics as: How much wealth is enough?; defining a legacy; family governance, estate, gift and income tax strategies; charitable planning; family business; succession planning, and more. Wealth is comprehensive yet written in an approachable, entertaining style.
In this second edition, case studies – based upon real life examples of high net worth individuals – have been incorporated into each chapter to further illustrate the concepts presented. Perhaps you will identify with some of them.
Throughout, questions are presented to help you think about how the principles apply to your own situation. And in the concluding chapter, Tying It All Together, a comprehensive checklist helps you to determine how you “score” in arranging and managing your affairs to grow and protect what matters most to you.
