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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
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.