Richard Rojeck presents an alternative approach, one based upon a comprehensive financial 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.