Introduction

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.