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Wealth : the ultra-high net worth guide to growing and protecting assets

Author: Richard P Rojeck
Publisher: Cham : Palgrave Macmillan, 2019.
Edition/Format:   eBook : Document : EnglishView all editions and formats
Summary:
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  Read more...
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Genre/Form: Electronic books
Additional Physical Format: (OCoLC)1104049077
Material Type: Document, Internet resource
Document Type: Internet Resource, Computer File
All Authors / Contributors: Richard P Rojeck
ISBN: 9783030244972 3030244970
OCLC Number: 1111773442
Notes: Includes index.
Description: 1 online resource
Contents: Intro; Preface; Acknowledgements; Contents; List of Figures; List of Tables; 1 Wealth; By the Numbers; Enough Already; 2 Estate Planning; Shirtsleeves to Shirtsleeves; Planning for Success; George and Linda; Advantage-Lifetime Transfers; A Matter of Trust; IDGTs, GRATs and QPRTs; The Freeze; A Taxing History; Thinking About the Unthinkable; Postscript-Keys to a Family Flourishing; Questions to Consider; 3 Charitable Planning; CRATs, CRUTs, CLATs, and CLUTs; Private Foundation; Advantage-Lifetime Transfers (Again); Other Strategies; Final Thoughts; 4 Business Succession; Sale to a Co-owner All in the FamilySale to Employees; Sale to Outsiders; Is It Time Yet?; 5 Asset Protection Planning; SLATs, BDITs, and DAPTs; Captive Insurance Company; 6 Life Insurance; Types of Insurance; Policy Taxation; Ways to Pay Estate Tax; The Economics of Life Insurance; Other Uses; 7 Investment Management; Modern Portfolio Theory; A Model of Efficiency; Asset Class Diversification; The Penalty for Missing the Market; Stocks; Risk and Return as a Function of Time; Stocks and the Economy; Slicing and Dicing-Large vs. Small Company Stocks; Slicing and Dicing-Value vs. Growth Stocks Slicing and Dicing-Domestic vs. Foreign StocksFactors; Bonds; A Comparison; Real Estate; Real Estate Economics; Tax Benefits; Commodities; Investing in Commodities; Principles of Portfolio Construction; Implementation; On-Going Management; Time for a Family Office?; 8 Income Tax Planning; Deferral; Earned Income; Retirement Plans; Individual Retirement Accounts; C Corporation/January 31st Fiscal Year; Salary and Bonus Deferral; Investment Income; Charitable Remainder Trust; Deferred Annuity; Employee Stock Ownership Plan; Health Savings Account (HSA); Installment Sale Private Placement Life InsuranceQualified Opportunity Zone; Qualified Small Business Stock; Tax Deferred Exchange; Tax Free Reorganization; Tax Loss Harvesting; Conversion; Corporate Loans to Shareholders/Employees; Death; Educational Savings Account; Municipal Bonds; New State of Residence; Rent in Lieu of Salary; Roth IRA; Diverting; Gifts to Children; Pass-Through Distributions in Lieu of a Salary; Deductions; Charitable Contributions; Cost Segregation; Home Mortgage Interest; Incomplete Non-grantor Trust; AMT; Stock Options: The Risks and Rewards; 9 Selecting a Financial Planner Choose WiselyCredential; Experience; Educational Background; Specialization; Disciplinary Actions; Affiliation; Compensation; References; Fiduciary Status; What to Expect; The Team; 10 Tying It All Together; Financial Independence; Vision and Values; Involving the Next Generations; Estate Planning; Philanthropy; Business Succession Planning (If a Business Owner); Asset Protection; Life Insurance; Investment Management; Income Tax; How Did You Score?; Index
Responsibility: Richard P. Rojeck.

Abstract:

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.

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